Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,400
Closed -$1.03M 270
2024
Q3
$1.03M Buy
2,400
+700
+41% +$301K 0.47% 26
2024
Q2
$621K Buy
1,700
+1,600
+1,600% +$584K 0.37% 72
2024
Q1
$35K Buy
+100
New +$35K 0.08% 327