Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,608
Closed -$389K 155
2024
Q3
$389K Sell
3,608
-651
-15% -$70.2K 0.43% 82
2024
Q2
$376K Hold
4,259
0.44% 80
2024
Q1
$376K Buy
+4,259
New +$376K 0.44% 80