Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,549
Closed -$342K 876
2024
Q3
$342K Sell
4,549
-7,729
-63% -$581K 0.08% 422
2024
Q2
$892K Buy
+12,278
New +$892K 0.25% 127
2023
Q1
Sell
-14,238
Closed -$352K 594
2022
Q4
$352K Buy
+14,238
New +$352K 0.19% 236