Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,300
Closed -$863K 371
2024
Q3
$863K Buy
3,300
+3,100
+1,550% +$811K 0.39% 81
2024
Q2
$44.7K Sell
200
-900
-82% -$201K 0.03% 617
2024
Q1
$210K Buy
+1,100
New +$210K 0.5% 20