Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,865
Closed -$461K 30
2024
Q3
$461K Buy
4,865
+1,502
+45% +$142K 0.26% 151
2024
Q2
$313K Buy
+3,363
New +$313K 0.19% 231
2023
Q2
Sell
-4,750
Closed -$267K 388
2023
Q1
$267K Buy
+4,750
New +$267K 0.17% 263