Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,560
Closed -$503K 144
2024
Q3
$503K Sell
1,560
-4,160
-73% -$1.34M 0.13% 61
2024
Q2
$1.79M Buy
5,720
+3,765
+193% +$1.18M 0.4% 39
2024
Q1
$556K Buy
+1,955
New +$556K 0.15% 91