Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,567
Closed -$206K 204
2024
Q3
$206K Sell
6,567
-600
-8% -$18.8K 0.07% 191
2024
Q2
$259K Sell
7,167
-336
-4% -$12.1K 0.1% 162
2024
Q1
$283K Sell
7,503
-1,799
-19% -$67.8K 0.11% 149
2023
Q4
$325K Buy
+9,302
New +$325K 0.14% 132