Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,784
Closed -$209K 330
2024
Q3
$209K Sell
2,784
-328
-11% -$24.7K 0.06% 269
2024
Q2
$226K Sell
3,112
-162
-5% -$11.8K 0.06% 245
2024
Q1
$252K Buy
+3,274
New +$252K 0.07% 231