Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-400
Closed -$45.4K 540
2024
Q3
$45.4K Sell
400
-2,200
-85% -$250K 0.02% 659
2024
Q2
$322K Buy
2,600
+2,100
+420% +$260K 0.19% 174
2024
Q1
$66K Buy
+500
New +$66K 0.16% 229