Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
185
2024
Q3
Sell
-3,152
Closed -$359K 156
2024
Q2
$359K Buy
3,152
+916
+41% +$104K 0.06% 100
2024
Q1
$300K Buy
+2,236
New +$300K 0.05% 106
2023
Q4
Hold
0
133