Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,203
Closed -$277K 1427
2024
Q3
$277K Sell
14,203
-2,099
-13% -$40.9K 0.01% 1127
2024
Q2
$366K Sell
16,302
-905
-5% -$20.3K 0.01% 941
2024
Q1
$354K Buy
+17,207
New +$354K 0.01% 848