Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-943
Closed -$255K 1097
2024
Q3
$255K Sell
943
-120
-11% -$32.4K 0.01% 837
2024
Q2
$266K Buy
1,063
+32
+3% +$8K 0.01% 808
2024
Q1
$370K Hold
1,031
0.02% 651
2023
Q4
$422K Buy
1,031
+116
+13% +$47.4K 0.02% 589
2023
Q3
$316K Buy
+915
New +$316K 0.02% 597