Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,456
Closed -$403K 2467
2024
Q3
$403K Buy
+8,456
New +$403K 0.03% 979
2024
Q2
Sell
-15,977
Closed -$676K 2054
2024
Q1
$676K Buy
15,977
+9,454
+145% +$400K 0.09% 317
2023
Q4
$256K Buy
+6,523
New +$256K 0.06% 759
2022
Q4
Sell
-27,917
Closed -$695K 1252
2022
Q3
$695K Buy
+27,917
New +$695K 0.17% 116