Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-722
Closed -$374K 113
2024
Q3
$374K Buy
722
+112
+18% +$58K 0.26% 74
2024
Q2
$339K Sell
610
-143
-19% -$79.4K 0.26% 71
2024
Q1
$380K Buy
753
+236
+46% +$119K 0.32% 76
2023
Q4
$308K Buy
517
+82
+19% +$48.9K 0.25% 86
2023
Q3
$222K Sell
435
-42
-9% -$21.4K 0.21% 101
2023
Q2
$233K Buy
+477
New +$233K 0.21% 101