Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-611
Closed -$473K 338
2024
Q3
$473K Buy
+611
New +$473K 0.27% 145
2024
Q1
Sell
-462
Closed -$269K 301
2023
Q4
$269K Buy
+462
New +$269K 0.19% 157