Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,060
Closed -$218K 371
2024
Q3
$218K Buy
+12,060
New +$218K ﹤0.01% 348
2023
Q3
Sell
-11,952
Closed -$213K 308
2023
Q2
$213K Hold
11,952
﹤0.01% 301
2023
Q1
$241K Buy
11,952
+184
+2% +$3.71K ﹤0.01% 292
2022
Q4
$283K Buy
11,768
+1,649
+16% +$39.6K ﹤0.01% 301
2022
Q3
$279K Buy
+10,119
New +$279K ﹤0.01% 292