Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,455
Closed -$561K 532
2024
Q3
$561K Buy
14,455
+914
+7% +$35.5K 0.07% 295
2024
Q2
$480K Buy
13,541
+2,560
+23% +$90.7K 0.1% 225
2024
Q1
$364K Buy
10,981
+2,721
+33% +$90.2K 0.07% 293
2023
Q4
$361K Buy
8,260
+2,105
+34% +$92K 0.06% 176
2023
Q3
$282K Buy
+6,155
New +$282K 0.09% 192