Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$250K Sell
1,016
-9
-0.9% -$2.22K 0.08% 183
2024
Q3
$235K Hold
1,025
0.07% 186
2024
Q2
$207K Buy
1,025
+342
+50% +$69K 0.07% 194
2024
Q1
$133K Buy
+683
New +$133K 0.05% 256