Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-26,929
Closed -$540K 2720
2024
Q3
$540K Buy
+26,929
New +$540K 0.04% 753
2024
Q2
Sell
-24,383
Closed -$385K 2290
2024
Q1
$385K Buy
24,383
+2,640
+12% +$41.6K 0.05% 647
2023
Q4
$317K Buy
+21,743
New +$317K 0.07% 575
2023
Q1
Sell
-12,321
Closed -$223K 1543
2022
Q4
$223K Buy
12,321
+2,319
+23% +$42K 0.05% 775
2022
Q3
$200K Buy
+10,002
New +$200K 0.05% 781