Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,800
Closed -$1.17M 704
2024
Q3
$1.17M Buy
4,800
+3,500
+269% +$854K 0.54% 4
2024
Q2
$249K Buy
1,300
+1,000
+333% +$191K 0.15% 225
2024
Q1
$59.4K Buy
+300
New +$59.4K 0.14% 253