Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,064
Closed -$180K 1123
2024
Q3
$180K Buy
+11,064
New +$180K ﹤0.01% 789
2023
Q1
Sell
-13,056
Closed -$126K 981
2022
Q4
$126K Sell
13,056
-2,205
-14% -$21.3K ﹤0.01% 769
2022
Q3
$111K Buy
+15,261
New +$111K ﹤0.01% 784