Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,138
Closed -$224K 1444
2024
Q3
$224K Buy
2,138
+77
+4% +$8.07K ﹤0.01% 1197
2024
Q2
$293K Buy
2,061
+92
+5% +$13.1K ﹤0.01% 1067
2024
Q1
$220K Sell
1,969
-11
-0.6% -$1.23K ﹤0.01% 1158
2023
Q4
$257K Buy
1,980
+64
+3% +$8.3K ﹤0.01% 1096
2023
Q3
$312K Hold
1,916
﹤0.01% 1027
2023
Q2
$351K Buy
1,916
+27
+1% +$4.95K ﹤0.01% 1006
2023
Q1
$252K Buy
+1,889
New +$252K ﹤0.01% 1084