Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-322
Closed -$200K 621
2024
Q3
$200K Sell
322
-37
-10% -$23K 0.01% 597
2024
Q2
$236K Buy
359
+16
+5% +$10.5K 0.07% 132
2024
Q1
$221K Sell
343
-40
-10% -$25.7K 0.02% 518
2023
Q4
$239K Buy
+383
New +$239K 0.02% 490