Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,016
Closed -$596K 730
2024
Q3
$596K Sell
8,016
-1,775
-18% -$132K 0.04% 382
2024
Q2
$917K Buy
9,791
+50
+0.5% +$4.68K 0.06% 288
2024
Q1
$1.02M Buy
9,741
+1,531
+19% +$160K 0.07% 260
2023
Q4
$743K Buy
+8,210
New +$743K 0.05% 290