Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,384
Closed -$457K 394
2024
Q3
$457K Buy
13,384
+393
+3% +$13.4K 0.12% 230
2024
Q2
$401K Buy
+12,991
New +$401K 0.15% 208
2023
Q1
Sell
-23,917
Closed -$779K 159
2022
Q4
$779K Buy
+23,917
New +$779K 0.53% 65