Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,690
Closed -$205K 108
2024
Q3
$205K Buy
+3,690
New +$205K 0.13% 105
2024
Q2
Sell
-3,030
Closed -$208K 104
2024
Q1
$208K Buy
3,030
+345
+13% +$23.7K 0.16% 100
2023
Q4
$218K Buy
+2,685
New +$218K 0.18% 97