Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$328K Sell
546
-1
-0.2% -$600 0.02% 419
2024
Q3
$319K Buy
547
+94
+21% +$54.8K 0.01% 429
2024
Q2
$218K Buy
453
+15
+3% +$7.23K 0.01% 522
2024
Q1
$245K Buy
438
+22
+5% +$12.3K 0.01% 505
2023
Q4
$235K Buy
+416
New +$235K 0.01% 507