Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,772
Closed -$415K 265
2024
Q3
$415K Buy
+17,772
New +$415K 0.23% 180
2024
Q2
Sell
-12,804
Closed -$314K 586
2024
Q1
$314K Buy
+12,804
New +$314K 0.18% 233
2023
Q2
Sell
-9,516
Closed -$247K 555
2023
Q1
$247K Buy
9,516
+1,692
+22% +$44K 0.16% 286
2022
Q4
$259K Buy
+7,824
New +$259K 0.18% 253