Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,420
Closed -$270K 48
2024
Q3
$270K Buy
+2,420
New +$270K 0.06% 44
2023
Q4
Sell
-3,122
Closed -$241K 48
2023
Q3
$241K Buy
+3,122
New +$241K 0.1% 42
2023
Q2
Sell
-17,154
Closed -$1.11M 44
2023
Q1
$1.11M Buy
+17,154
New +$1.11M 0.92% 24