Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,541
Closed -$488K 540
2024
Q3
$488K Buy
1,541
+662
+75% +$210K 0.06% 322
2024
Q2
$328K Sell
879
-251
-22% -$93.8K 0.07% 292
2024
Q1
$392K Buy
1,130
+655
+138% +$227K 0.08% 276
2023
Q4
$217K Sell
475
-119
-20% -$54.5K 0.04% 246
2023
Q3
$289K Buy
+594
New +$289K 0.1% 189