Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,689
Closed -$223K 1967
2024
Q3
$223K Buy
+4,689
New +$223K 0.01% 756
2023
Q4
Sell
-6,768
Closed -$228K 1931
2023
Q3
$228K Buy
+6,768
New +$228K 0.02% 610
2023
Q2
Sell
-10,999
Closed -$357K 1948
2023
Q1
$357K Buy
+10,999
New +$357K 0.04% 466
2022
Q3
Sell
-8,613
Closed -$232K 2146
2022
Q2
$232K Buy
+8,613
New +$232K 0.02% 693