Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,365
Closed -$237K 226
2024
Q3
$237K Buy
1,365
+20
+1% +$3.47K 0.07% 191
2024
Q2
$231K Buy
1,345
+285
+27% +$49K 0.07% 192
2024
Q1
$276K Buy
+1,060
New +$276K 0.09% 160