Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-65
Closed -$2.28K 240
2024
Q3
$2.28K Buy
+65
New +$2.28K ﹤0.01% 190
2024
Q2
Sell
-6,720
Closed -$265K 119
2024
Q1
$265K Sell
6,720
-5,255
-44% -$207K 0.27% 84
2023
Q4
$567K Sell
11,975
-7,945
-40% -$376K 0.61% 58
2023
Q3
$385K Buy
+19,920
New +$385K 0.43% 68