Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-324
Closed -$270K 491
2024
Q3
$270K Buy
324
+111
+52% +$92.6K 0.02% 491
2024
Q2
$218K Sell
213
-205
-49% -$210K 0.02% 412
2024
Q1
$406K Buy
418
+146
+54% +$142K 0.04% 291
2023
Q4
$206K Buy
+272
New +$206K 0.02% 404