Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,848
Closed -$268K 696
2024
Q3
$268K Buy
1,848
+52
+3% +$7.53K 0.01% 455
2024
Q2
$262K Buy
1,796
+23
+1% +$3.36K 0.01% 501
2024
Q1
$255K Buy
+1,773
New +$255K 0.01% 501