Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$366K Sell
7,643
-26
-0.3% -$1.24K 0.02% 364
2024
Q3
$341K Buy
7,669
+14
+0.2% +$622 0.02% 374
2024
Q2
$326K Sell
7,655
-187
-2% -$7.97K 0.02% 347
2024
Q1
$326K Buy
7,842
+14
+0.2% +$582 0.02% 354
2023
Q4
$287K Sell
7,828
-6,419
-45% -$236K 0.02% 359
2023
Q3
$507K Buy
+14,247
New +$507K 0.05% 272