Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-25,264
Closed -$330K 252
2024
Q3
$330K Buy
+25,264
New +$330K 0.18% 241
2023
Q4
Sell
-13,796
Closed -$178K 612
2023
Q3
$178K Buy
+13,796
New +$178K 0.11% 376