Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-566
Closed -$293K 37
2024
Q3
$293K Buy
+566
New +$293K 0.05% 28
2024
Q1
Sell
-568
Closed -$339K 14
2023
Q4
$339K Sell
568
-115
-17% -$68.6K 0.16% 24
2023
Q3
$348K Buy
683
+100
+17% +$51K 0.08% 22
2023
Q2
$285K Buy
+583
New +$285K 0.07% 25