Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,982
Closed -$333K 373
2024
Q3
$333K Sell
28,982
-3,411
-11% -$39.2K 0.02% 250
2024
Q2
$324K Buy
32,393
+18,034
+126% +$180K 0.03% 223
2024
Q1
$169K Buy
+14,359
New +$169K 0.01% 284