Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$254K Hold
973
0.16% 54
2024
Q3
$314K Sell
973
-36
-4% -$11.6K 0.26% 51
2024
Q2
$315K Sell
1,009
-42
-4% -$13.1K 0.22% 52
2024
Q1
$299K Buy
+1,051
New +$299K 0.27% 46