Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-24
Closed -$235K 1307
2024
Q3
$235K Sell
24
-445
-95% -$4.37M 0.01% 388
2024
Q2
$3.56M Sell
469
-54
-10% -$410K 0.13% 80
2024
Q1
$4.24M Buy
+523
New +$4.24M 0.13% 89