Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$44K Sell
111
-4
-3% -$1.59K 0.04% 272
2024
Q3
$58K Sell
115
-845
-88% -$426K 0.04% 294
2024
Q2
$413K Buy
960
+180
+23% +$77.4K 0.03% 318
2024
Q1
$295K Buy
+780
New +$295K 0.03% 376
2023
Q2
Sell
-680
Closed -$201K 427
2023
Q1
$201K Buy
+680
New +$201K 0.03% 324