Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,035
Closed -$204K 637
2024
Q3
$204K Buy
+2,035
New +$204K 0.01% 523
2024
Q1
Sell
-2,620
Closed -$205K 384
2023
Q4
$205K Buy
2,620
+20
+0.8% +$1.56K 0.01% 341
2023
Q3
$200K Buy
+2,600
New +$200K 0.01% 324