Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,045
Closed -$239K 518
2024
Q3
$239K Buy
5,045
+148
+3% +$7.02K 0.01% 471
2024
Q2
$225K Sell
4,897
-181
-4% -$8.3K 0.01% 464
2024
Q1
$220K Buy
+5,078
New +$220K 0.01% 401