Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-902
Closed -$204K 651
2024
Q3
$204K Buy
+902
New +$204K 0.01% 561
2024
Q2
Sell
-1,109
Closed -$284K 631
2024
Q1
$284K Buy
1,109
+6
+0.5% +$1.54K 0.01% 472
2023
Q4
$251K Buy
+1,103
New +$251K 0.01% 491