Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,105
Closed -$255K 690
2024
Q3
$255K Buy
4,105
+155
+4% +$9.63K 0.01% 468
2024
Q2
$226K Sell
3,950
-414
-9% -$23.6K 0.01% 545
2024
Q1
$252K Buy
+4,364
New +$252K 0.01% 507