Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-59,805
Closed -$749K 681
2024
Q3
$749K Buy
59,805
+42,423
+244% +$532K 0.08% 296
2024
Q2
$104K Buy
+17,382
New +$104K 0.01% 551
2024
Q1
Sell
-17,091
Closed -$176K 717
2023
Q4
$176K Buy
+17,091
New +$176K 0.03% 504