Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,136
Closed -$333K 229
2024
Q3
$333K Buy
8,136
+1,842
+29% +$75.3K 0.06% 148
2024
Q2
$242K Buy
6,294
+805
+15% +$31K 0.05% 167
2024
Q1
$235K Buy
+5,489
New +$235K 0.04% 164