Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,200
Closed -$316K 841
2024
Q3
$316K Buy
4,200
+300
+8% +$22.5K 0.14% 224
2024
Q2
$283K Buy
3,900
+3,200
+457% +$233K 0.17% 195
2024
Q1
$53.9K Buy
+700
New +$53.9K 0.13% 268