Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,597
Closed -$240K 568
2024
Q3
$240K Buy
1,597
+190
+14% +$28.6K 0.01% 517
2024
Q2
$222K Buy
1,407
+5
+0.4% +$790 0.02% 407
2024
Q1
$277K Buy
1,402
+122
+10% +$24.1K 0.02% 364
2023
Q4
$223K Buy
+1,280
New +$223K 0.02% 390