Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,573
Closed -$280K 373
2024
Q3
$280K Sell
1,573
-3,925
-71% -$699K ﹤0.01% 344
2024
Q2
$1.22M Buy
5,498
+3,925
+250% +$872K 0.05% 196
2024
Q1
$417K Buy
+1,573
New +$417K 0.02% 307