Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,677
Closed -$229K 748
2024
Q3
$229K Buy
+1,677
New +$229K 0.05% 533
2024
Q2
Sell
-8,144
Closed -$722K 682
2024
Q1
$722K Buy
8,144
+5,630
+224% +$499K 0.38% 51
2023
Q4
$230K Buy
+2,514
New +$230K 0.23% 206