Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,093
Closed -$317K 74
2024
Q3
$317K Sell
10,093
-1,384
-12% -$43.4K 0.18% 249
2024
Q2
$414K Buy
+11,477
New +$414K 0.25% 160
2024
Q1
Sell
-19,109
Closed -$676K 466
2023
Q4
$676K Buy
+19,109
New +$676K 0.38% 63
2023
Q3
Sell
-14,566
Closed -$514K 438
2023
Q2
$514K Buy
+14,566
New +$514K 0.35% 80