Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,422
Closed -$492K 496
2024
Q3
$492K Sell
14,422
-33,450
-70% -$1.14M 0.05% 315
2024
Q2
$1.48M Buy
47,872
+18,055
+61% +$557K 0.15% 196
2024
Q1
$1.19M Buy
+29,817
New +$1.19M 0.15% 199