Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-123,574
Closed -$976K 748
2024
Q3
$976K Buy
123,574
+32,438
+36% +$256K 0.09% 369
2024
Q2
$813K Buy
+91,136
New +$813K 0.08% 378
2023
Q3
Sell
-31,526
Closed -$363K 610
2023
Q2
$363K Buy
31,526
+233
+0.7% +$2.68K 0.05% 430
2023
Q1
$435K Buy
31,293
+18,391
+143% +$256K 0.06% 410
2022
Q4
$170K Buy
+12,902
New +$170K 0.03% 556