Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$503K Buy
14,823
+1,818
+14% +$61.6K 0.03% 315
2024
Q3
$533K Sell
13,005
-1,820
-12% -$74.6K 0.03% 299
2024
Q2
$572K Hold
14,825
0.04% 276
2024
Q1
$637K Sell
14,825
-395
-3% -$17K 0.04% 258
2023
Q4
$566K Sell
15,220
-885
-5% -$32.9K 0.04% 267
2023
Q3
$585K Buy
16,105
+105
+0.7% +$3.82K 0.05% 258
2023
Q2
$572K Buy
+16,000
New +$572K 0.06% 236