Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,000
Closed -$144K 180
2024
Q3
$144K Buy
2,000
+1,700
+567% +$122K 0.07% 406
2024
Q2
$20.8K Buy
300
+200
+200% +$13.9K 0.01% 786
2024
Q1
$8.01K Buy
+100
New +$8.01K 0.02% 520