Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,136
Closed -$280K 855
2024
Q3
$280K Buy
+5,136
New +$280K 0.07% 468
2024
Q2
Sell
-8,043
Closed -$377K 832
2024
Q1
$377K Buy
8,043
+1,099
+16% +$51.5K 0.1% 365
2023
Q4
$342K Buy
+6,944
New +$342K 0.24% 186