Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-687
Closed -$238K 427
2024
Q3
$238K Buy
687
+48
+8% +$16.6K 0.03% 324
2024
Q2
$211K Sell
639
-6
-0.9% -$1.98K 0.03% 317
2024
Q1
$234K Buy
+645
New +$234K 0.03% 289
2023
Q3
Sell
-746
Closed -$209K 288
2023
Q2
$209K Buy
+746
New +$209K 0.04% 213