Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,425
Closed -$110K 181
2024
Q3
$110K Buy
10,425
+117
+1% +$1.24K 0.04% 177
2024
Q2
$129K Buy
10,308
+230
+2% +$2.88K 0.05% 172
2024
Q1
$134K Buy
+10,078
New +$134K 0.05% 168