Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-744
Closed -$204K 222
2024
Q3
$204K Buy
744
+1
+0.1% +$274 0.06% 214
2024
Q2
$222K Buy
743
+1
+0.1% +$299 0.07% 192
2024
Q1
$215K Buy
+742
New +$215K 0.08% 194
2023
Q4
Sell
-917
Closed -$243K 206
2023
Q3
$243K Buy
+917
New +$243K 0.11% 165