Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,687
Closed -$245K 253
2024
Q3
$245K Sell
7,687
-232
-3% -$7.41K 0.03% 198
2024
Q2
$308K Buy
+7,919
New +$308K 0.04% 172
2023
Q4
Sell
-5,280
Closed -$248K 112
2023
Q3
$248K Buy
+5,280
New +$248K 0.12% 95