Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-720
Closed -$111K 649
2024
Q3
$111K Buy
720
+200
+38% +$30.9K 0.05% 272
2024
Q2
$85.1K Sell
520
-450
-46% -$73.6K 0.04% 301
2024
Q1
$121K Buy
+970
New +$121K 0.06% 278