Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,276
Closed -$702K 1446
2024
Q3
$702K Buy
7,276
+1,835
+34% +$177K 0.02% 778
2024
Q2
$499K Sell
5,441
-2,975
-35% -$273K 0.01% 878
2024
Q1
$776K Buy
8,416
+1,882
+29% +$173K 0.02% 664
2023
Q4
$621K Buy
+6,534
New +$621K 0.02% 701