Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-600
Closed -$373K 196
2024
Q3
$373K Buy
+600
New +$373K 0.21% 211
2024
Q2
Sell
-453
Closed -$294K 536
2024
Q1
$294K Buy
+453
New +$294K 0.17% 258
2023
Q2
Sell
-809
Closed -$361K 505
2023
Q1
$361K Buy
809
+219
+37% +$97.6K 0.23% 181
2022
Q4
$230K Buy
+590
New +$230K 0.16% 285