Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$439K Buy
696
+47
+7% +$29.6K 0.03% 332
2024
Q3
$503K Buy
649
+1
+0.2% +$775 0.03% 306
2024
Q2
$535K Buy
648
+1
+0.2% +$825 0.04% 282
2024
Q1
$452K Sell
647
-38
-6% -$26.6K 0.03% 307
2023
Q4
$398K Sell
685
-411
-38% -$239K 0.03% 312
2023
Q3
$503K Buy
1,096
+571
+109% +$262K 0.05% 273
2023
Q2
$255K Buy
+525
New +$255K 0.02% 315