Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,991
Closed -$260K 1314
2024
Q3
$260K Buy
3,991
+3
+0.1% +$195 ﹤0.01% 1084
2024
Q2
$256K Buy
3,988
+2
+0.1% +$128 ﹤0.01% 1062
2024
Q1
$254K Buy
3,986
+2
+0.1% +$127 ﹤0.01% 1064
2023
Q4
$221K Buy
3,984
+2
+0.1% +$111 ﹤0.01% 1045
2023
Q3
$235K Buy
3,982
+2
+0.1% +$118 ﹤0.01% 981
2023
Q2
$259K Buy
+3,980
New +$259K ﹤0.01% 970