Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,408
Closed -$210K 132
2024
Q3
$210K Buy
3,408
+35
+1% +$2.16K 0.09% 125
2024
Q2
$163K Sell
3,373
-1,518
-31% -$73.1K 0.05% 144
2024
Q1
$242K Buy
+4,891
New +$242K 0.1% 80