Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,261
Closed -$259K 519
2024
Q3
$259K Hold
8,261
0.02% 435
2024
Q2
$298K Buy
8,261
+865
+12% +$31.2K 0.02% 382
2024
Q1
$279K Buy
+7,396
New +$279K 0.02% 381