Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,207
Closed -$221K 237
2024
Q3
$221K Buy
+2,207
New +$221K 0.13% 149
2023
Q3
Sell
-2,972
Closed -$244K 211
2023
Q2
$244K Sell
2,972
-75
-2% -$6.16K 0.17% 115
2023
Q1
$215K Buy
+3,047
New +$215K 0.16% 120