Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,203
Closed -$245K 286
2024
Q3
$245K Buy
12,203
+803
+7% +$16.1K 0.01% 260
2024
Q2
$200K Hold
11,400
0.01% 269
2024
Q1
$204K Buy
+11,400
New +$204K 0.01% 259