Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-46,299
Closed -$568K 506
2024
Q3
$568K Buy
+46,299
New +$568K 0.02% 287
2024
Q1
Sell
-39,750
Closed -$530K 440
2023
Q4
$530K Sell
39,750
-597
-1% -$7.96K 0.03% 259
2023
Q3
$393K Buy
+40,347
New +$393K 0.02% 276