Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-391
Closed -$202K 221
2024
Q3
$202K Buy
391
+3
+0.8% +$1.55K 0.02% 201
2024
Q2
$216K Sell
388
-27
-7% -$15K 0.02% 186
2024
Q1
$209K Sell
415
-42
-9% -$21.2K 0.02% 185
2023
Q4
$273K Sell
457
-39
-8% -$23.3K 0.03% 146
2023
Q3
$253K Hold
496
0.04% 146
2023
Q2
$243K Buy
+496
New +$243K 0.03% 150