Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-617
Closed -$270K 532
2024
Q3
$270K Buy
617
+184
+42% +$80.5K 0.09% 348
2024
Q2
$205K Buy
+433
New +$205K 0.15% 267
2023
Q4
Sell
-2,115
Closed -$843K 621
2023
Q3
$843K Buy
+2,115
New +$843K 0.25% 158