Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,269
Closed -$237K 800
2024
Q3
$237K Buy
4,269
+3,282
+333% +$182K 0.13% 369
2024
Q2
$58.2K Sell
987
-2,465
-71% -$145K 0.09% 513
2024
Q1
$237K Buy
3,452
+2,140
+163% +$147K 0.21% 62
2023
Q4
$106K Buy
+1,312
New +$106K 0.1% 357