Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$405K Sell
2,328
-200
-8% -$34.8K 0.02% 345
2024
Q3
$572K Buy
2,528
+397
+19% +$89.8K 0.03% 291
2024
Q2
$477K Buy
2,131
+85
+4% +$19K 0.03% 297
2024
Q1
$523K Buy
2,046
+16
+0.8% +$4.09K 0.04% 280
2023
Q4
$461K Buy
2,030
+293
+17% +$66.6K 0.03% 296
2023
Q3
$350K Buy
+1,737
New +$350K 0.03% 322