Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,550
Closed -$1.2M 124
2024
Q3
$1.2M Buy
1,550
+50
+3% +$38.7K 0.49% 57
2024
Q2
$1.24M Buy
1,500
+153
+11% +$126K 0.51% 56
2024
Q1
$941K Buy
+1,347
New +$941K 0.42% 66