Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,308
Closed -$322K 634
2024
Q3
$322K Hold
4,308
0.02% 480
2024
Q2
$258K Buy
4,308
+219
+5% +$13.1K 0.08% 124
2024
Q1
$246K Sell
4,089
-986
-19% -$59.3K 0.02% 481
2023
Q4
$465K Buy
+5,075
New +$465K 0.04% 355