Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,900
Closed -$114K 116
2024
Q3
$114K Buy
17,900
+5,800
+48% +$37K 0.05% 450
2024
Q2
$127K Buy
12,100
+6,800
+128% +$71.5K 0.08% 373
2024
Q1
$60.2K Buy
+5,300
New +$60.2K 0.14% 249