Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,751
Closed -$233K 171
2024
Q3
$233K Buy
+3,751
New +$233K 0.15% 140
2024
Q2
Sell
-3,639
Closed -$210K 155
2024
Q1
$210K Sell
3,639
-418
-10% -$24.1K 0.16% 144
2023
Q4
$277K Buy
4,057
+319
+9% +$21.8K 0.24% 96
2023
Q3
$213K Sell
3,738
-984
-21% -$56K 0.22% 106
2023
Q2
$282K Buy
+4,722
New +$282K 0.33% 73