Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$548K Buy
2,776
+427
+18% +$84.3K 0.35% 45
2024
Q3
$408K Sell
2,349
-852
-27% -$148K 0.33% 45
2024
Q2
$556K Buy
3,201
+1,541
+93% +$268K 0.38% 41
2024
Q1
$226K Buy
+1,660
New +$226K 0.21% 53