Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,334
Closed -$207K 257
2024
Q3
$207K Buy
+5,334
New +$207K 0.12% 270
2023
Q1
Sell
-7,266
Closed -$322K 156
2022
Q4
$322K Buy
+7,266
New +$322K 0.97% 41