Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$674K Sell
1,070
-205
-16% -$129K 0.03% 280
2024
Q3
$987K Buy
1,275
+43
+3% +$33.3K 0.05% 217
2024
Q2
$1.02M Sell
1,232
-57
-4% -$47K 0.05% 212
2024
Q1
$900K Buy
1,289
+19
+1% +$13.3K 0.04% 243
2023
Q4
$738K Buy
+1,270
New +$738K 0.04% 267
2021
Q3
Sell
-618
Closed -$203K 335
2021
Q2
$203K Buy
+618
New +$203K 0.02% 311