Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$333K Sell
3,595
-2,002
-36% -$185K 0.02% 413
2024
Q3
$519K Sell
5,597
-2,081
-27% -$193K 0.02% 328
2024
Q2
$576K Sell
7,678
-867
-10% -$65K 0.03% 297
2024
Q1
$740K Sell
8,545
-48
-0.6% -$4.16K 0.03% 271
2023
Q4
$604K Buy
+8,593
New +$604K 0.03% 298