Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,231
Closed -$162K 2548
2024
Q3
$162K Buy
+13,231
New +$162K 0.01% 1500
2024
Q1
Sell
-19,792
Closed -$264K 2048
2023
Q4
$264K Buy
+19,792
New +$264K 0.06% 728
2023
Q2
Sell
-27,298
Closed -$253K 1589
2023
Q1
$253K Buy
+27,298
New +$253K 0.05% 787