Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,035
Closed -$439K 430
2024
Q3
$439K Buy
+3,035
New +$439K 0.14% 271
2024
Q2
Sell
-1,393
Closed -$200K 323
2024
Q1
$200K Sell
1,393
-2,390
-63% -$344K 0.18% 269
2023
Q4
$353K Buy
+3,783
New +$353K 0.1% 338