Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,342
Closed -$282K 459
2024
Q3
$282K Buy
18,342
+1,065
+6% +$16.4K 0.03% 314
2024
Q2
$236K Buy
17,277
+1,802
+12% +$24.6K 0.02% 323
2024
Q1
$217K Sell
15,475
-194
-1% -$2.72K 0.02% 345
2023
Q4
$211K Buy
15,669
+1,398
+10% +$18.8K 0.02% 322
2023
Q3
$183K Buy
+14,271
New +$183K 0.02% 310