Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-798
Closed -$257K 63
2024
Q3
$257K Sell
798
-27
-3% -$8.7K 0.2% 53
2024
Q2
$258K Sell
825
-1,833
-69% -$573K 0.2% 60
2024
Q1
$756K Sell
2,658
-1,335
-33% -$380K 0.47% 41
2023
Q4
$1.15M Buy
+3,993
New +$1.15M 0.7% 29