Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,964
Closed -$223K 58
2024
Q3
$223K Buy
1,964
+12
+0.6% +$1.36K 0.07% 47
2024
Q2
$242K Buy
1,952
+76
+4% +$9.41K 0.08% 46
2024
Q1
$248K Sell
1,876
-187
-9% -$24.7K 0.08% 47
2023
Q4
$225K Buy
2,063
+14
+0.7% +$1.53K 0.08% 43
2023
Q3
$211K Buy
2,049
+13
+0.6% +$1.34K 0.08% 41
2023
Q2
$235K Buy
2,036
+13
+0.6% +$1.5K 0.09% 36
2023
Q1
$215K Buy
+2,023
New +$215K 0.08% 38