Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,754
Closed -$478K 571
2024
Q3
$478K Sell
8,754
-908
-9% -$49.6K 0.04% 287
2024
Q2
$513K Buy
9,662
+86
+0.9% +$4.56K 0.05% 258
2024
Q1
$555K Sell
9,576
-7,310
-43% -$423K 0.05% 251
2023
Q4
$926K Buy
16,886
+9,661
+134% +$530K 0.04% 275
2023
Q3
$373K Buy
+7,225
New +$373K 0.05% 235