Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,742
Closed -$377K 318
2024
Q3
$377K Buy
3,742
+1,561
+72% +$157K 0.21% 208
2024
Q2
$231K Buy
+2,181
New +$231K 0.14% 334
2022
Q3
Sell
-3,581
Closed -$204K 551
2022
Q2
$204K Buy
+3,581
New +$204K 0.14% 320