Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,112
Closed -$1.28M 338
2024
Q3
$1.28M Buy
+19,112
New +$1.28M 0.13% 169
2023
Q4
Sell
-25,326
Closed -$1.04M 321
2023
Q3
$1.04M Sell
25,326
-1,916
-7% -$78.8K 0.15% 155
2023
Q2
$1.2M Sell
27,242
-3,687
-12% -$163K 0.16% 133
2023
Q1
$1.22M Buy
+30,929
New +$1.22M 0.17% 129