Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,386
Closed -$246K 319
2024
Q3
$246K Buy
+2,386
New +$246K 0.14% 310
2023
Q4
Sell
-4,653
Closed -$444K 633
2023
Q3
$444K Buy
4,653
+1,248
+37% +$119K 0.27% 139
2023
Q2
$347K Sell
3,405
-2,621
-43% -$267K 0.24% 169
2023
Q1
$612K Buy
+6,026
New +$612K 0.39% 58
2022
Q2
Sell
-1,869
Closed -$232K 529
2022
Q1
$232K Buy
+1,869
New +$232K 0.19% 259