Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,139
Closed -$308K 281
2024
Q3
$308K Buy
+4,139
New +$308K ﹤0.01% 200
2024
Q2
Sell
-3,999
Closed -$418K 343
2024
Q1
$418K Buy
3,999
+1,317
+49% +$138K 0.01% 209
2023
Q4
$243K Buy
+2,682
New +$243K ﹤0.01% 221