Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,800
Closed -$12K 166
2024
Q3
$12K Buy
6,800
+800
+13% +$1.42K 0.01% 871
2024
Q2
$19K Sell
6,000
-13,500
-69% -$42.7K 0.01% 804
2024
Q1
$148K Buy
+19,500
New +$148K 0.35% 105