Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-94
Closed -$922K 565
2024
Q3
$922K Sell
94
-2
-2% -$19.6K 0.13% 156
2024
Q2
$729K Buy
96
+1
+1% +$7.59K 0.11% 180
2024
Q1
$769K Sell
95
-1
-1% -$8.1K 0.12% 174
2023
Q4
$672K Sell
96
-23
-19% -$161K 0.12% 180
2023
Q3
$710K Sell
119
-1
-0.8% -$5.96K 0.14% 140
2023
Q2
$762K Buy
120
+2
+2% +$12.7K 0.15% 130
2023
Q1
$658K Sell
118
-6
-5% -$33.4K 0.14% 147
2022
Q4
$572K Buy
+124
New +$572K 0.12% 168