Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,600
Closed -$117K 564
2024
Q3
$117K Sell
1,600
-3,700
-70% -$270K 0.05% 444
2024
Q2
$319K Buy
5,300
+2,000
+61% +$121K 0.19% 176
2024
Q1
$208K Buy
+3,300
New +$208K 0.5% 22