Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,000
Closed -$13.9K 202
2024
Q3
$13.9K Sell
2,000
-4,600
-70% -$31.9K 0.01% 854
2024
Q2
$39.5K Sell
6,600
-15,400
-70% -$92.2K 0.02% 637
2024
Q1
$105K Buy
+22,000
New +$105K 0.25% 165