Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-22,000
Closed -$35K 262
2024
Q3
$35K Sell
22,000
-81,000
-79% -$129K ﹤0.01% 240
2024
Q2
$286K Sell
103,000
-5,000
-5% -$13.9K ﹤0.01% 188
2024
Q1
$663K Buy
+108,000
New +$663K 0.01% 175