Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-800
Closed -$57.9K 366
2024
Q3
$57.9K Sell
800
-6,600
-89% -$477K 0.03% 596
2024
Q2
$433K Buy
7,400
+5,900
+393% +$345K 0.26% 120
2024
Q1
$84.8K Buy
+1,500
New +$84.8K 0.2% 196