Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,135
Closed -$233K 519
2024
Q3
$233K Sell
2,135
-490
-19% -$53.5K 0.11% 303
2024
Q2
$300K Buy
2,625
+982
+60% +$112K 0.16% 191
2024
Q1
$238K Buy
+1,643
New +$238K 0.09% 355