Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,212
Closed -$748K 522
2024
Q3
$748K Buy
+3,212
New +$748K 0.24% 172
2024
Q2
Sell
-3,323
Closed -$570K 417
2024
Q1
$570K Sell
3,323
-1,427
-30% -$245K 0.51% 47
2023
Q4
$1.03M Buy
+4,750
New +$1.03M 0.3% 117
2023
Q3
Sell
-896
Closed -$258K 574
2023
Q2
$258K Buy
+896
New +$258K 0.14% 282