Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,586
Closed -$222K 190
2024
Q3
$222K Sell
3,586
-2,552
-42% -$158K 0.12% 350
2024
Q2
$383K Buy
+6,138
New +$383K 0.23% 174
2023
Q3
Sell
-4,074
Closed -$310K 520
2023
Q2
$310K Buy
+4,074
New +$310K 0.21% 211
2023
Q1
Sell
-5,639
Closed -$332K 485
2022
Q4
$332K Sell
5,639
-5,134
-48% -$302K 0.23% 182
2022
Q3
$557K Buy
+10,773
New +$557K 0.36% 77