Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,869
Closed -$261K 357
2024
Q3
$261K Buy
+11,869
New +$261K 0.15% 297
2024
Q2
Sell
-38,716
Closed -$681K 655
2024
Q1
$681K Buy
+38,716
New +$681K 0.39% 59
2023
Q2
Sell
-30,733
Closed -$592K 590
2023
Q1
$592K Buy
+30,733
New +$592K 0.38% 64