Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,628
Closed -$376K 269
2024
Q3
$376K Buy
2,628
+124
+5% +$17.7K 0.02% 177
2024
Q2
$410K Sell
2,504
-1,279
-34% -$209K 0.02% 172
2024
Q1
$473K Buy
+3,783
New +$473K 0.02% 159