Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,494
Closed -$120K 2578
2024
Q3
$120K Buy
+16,494
New +$120K 0.01% 1569
2024
Q1
Sell
-13,183
Closed -$179K 2067
2023
Q4
$179K Sell
13,183
-1,926
-13% -$26.2K 0.04% 997
2023
Q3
$229K Buy
+15,109
New +$229K 0.04% 934
2023
Q2
Sell
-12,986
Closed -$269K 1610
2023
Q1
$269K Buy
+12,986
New +$269K 0.06% 739