Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,275
Closed -$228K 1089
2024
Q3
$228K Buy
+3,275
New +$228K 0.01% 839
2023
Q4
Sell
-2,924
Closed -$205K 551
2023
Q3
$205K Buy
+2,924
New +$205K 0.04% 452
2023
Q2
Sell
-3,201
Closed -$236K 543
2023
Q1
$236K Buy
+3,201
New +$236K 0.05% 399