Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$309K Sell
347
-9
-3% -$8.02K 0.23% 64
2024
Q3
$253K Sell
356
-42
-11% -$29.8K 0.2% 78
2024
Q2
$269K Sell
398
-9
-2% -$6.07K 0.22% 70
2024
Q1
$247K Buy
+407
New +$247K 0.2% 73