Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,024
Closed -$118K 490
2024
Q3
$118K Hold
1,024
0.01% 244
2024
Q2
$105K Sell
1,024
-228
-18% -$23.3K 0.01% 330
2024
Q1
$116K Buy
+1,252
New +$116K 0.01% 319