Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,328
Closed -$244K 677
2024
Q3
$244K Sell
12,328
-2,504
-17% -$49.5K 0.02% 568
2024
Q2
$259K Buy
14,832
+9
+0.1% +$157 0.02% 522
2024
Q1
$248K Buy
14,823
+13
+0.1% +$218 0.02% 533
2023
Q4
$267K Buy
+14,810
New +$267K 0.02% 485