Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,730
Closed -$392K 813
2024
Q3
$392K Sell
21,730
-2,473
-10% -$44.7K 0.01% 510
2024
Q2
$287K Sell
24,203
-6,174
-20% -$73.2K 0.01% 566
2024
Q1
$400K Buy
+30,377
New +$400K 0.01% 510