Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,957
Closed -$319K 280
2024
Q3
$319K Buy
+1,957
New +$319K 0.18% 205
2024
Q2
Sell
-4,629
Closed -$709K 251
2024
Q1
$709K Buy
+4,629
New +$709K 0.41% 92
2023
Q2
Sell
-7,885
Closed -$1.25M 206
2023
Q1
$1.25M Buy
+7,885
New +$1.25M 1.59% 7