Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,262
Closed -$285K 343
2024
Q3
$285K Buy
+4,262
New +$285K 0.16% 277
2023
Q4
Sell
-7,431
Closed -$364K 656
2023
Q3
$364K Buy
+7,431
New +$364K 0.22% 194
2022
Q4
Sell
-15,226
Closed -$483K 571
2022
Q3
$483K Buy
+15,226
New +$483K 0.31% 102