Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,362
Closed -$373K 179
2024
Q3
$373K Buy
1,362
+325
+31% +$88.9K 0.1% 149
2024
Q2
$311K Buy
1,037
+197
+23% +$59.1K 0.09% 153
2024
Q1
$225K Buy
+840
New +$225K 0.06% 161