Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,760
Closed -$473K 320
2024
Q3
$473K Sell
9,760
-1,441
-13% -$69.9K 0.01% 242
2024
Q2
$477K Hold
11,201
0.01% 244
2024
Q1
$479K Buy
+11,201
New +$479K 0.02% 248