Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,864
Closed -$688K 798
2024
Q3
$688K Buy
12,864
+11
+0.1% +$588 0.02% 401
2024
Q2
$538K Hold
12,853
0.01% 435
2024
Q1
$461K Sell
12,853
-1,902
-13% -$68.2K 0.01% 476
2023
Q4
$611K Buy
+14,755
New +$611K 0.02% 410