Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,662
Closed -$241K 601
2024
Q3
$241K Sell
2,662
-11,014
-81% -$998K 0.01% 560
2024
Q2
$1.1M Sell
13,676
-18,722
-58% -$1.51M 0.04% 302
2024
Q1
$3.15M Buy
+32,398
New +$3.15M 0.12% 177