Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,531
Closed -$329K 393
2024
Q3
$329K Buy
+8,531
New +$329K 0.11% 318
2023
Q3
Sell
-8,004
Closed -$272K 447
2023
Q2
$272K Sell
8,004
-9,330
-54% -$317K 0.14% 270
2023
Q1
$738K Buy
+17,334
New +$738K 0.44% 48