Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,800
Closed -$29K 44
2024
Q3
$29K Hold
8,800
0.02% 41
2024
Q2
$31K Buy
8,800
+1,300
+17% +$4.58K 0.02% 43
2024
Q1
$59K Buy
7,500
+2,500
+50% +$19.7K 0.04% 34
2023
Q4
$52K Buy
5,000
+1,000
+25% +$10.4K 0.04% 40
2023
Q3
$49K Buy
+4,000
New +$49K 0.03% 42