Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-613
Closed -$475K 101
2024
Q3
$475K Sell
613
-14
-2% -$10.8K 0.23% 66
2024
Q2
$517K Sell
627
-349
-36% -$288K 0.28% 61
2024
Q1
$682K Buy
+976
New +$682K 0.38% 58
2022
Q2
Sell
-1,972
Closed -$722K 82
2022
Q1
$722K Sell
1,972
-32
-2% -$11.7K 0.58% 51
2021
Q4
$862K Buy
+2,004
New +$862K 0.68% 53