Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,511
Closed -$272K 1530
2024
Q3
$272K Buy
13,511
+1,333
+11% +$26.8K 0.01% 365
2024
Q2
$231K Sell
12,178
-8,222
-40% -$156K 0.01% 361
2024
Q1
$451K Buy
+20,400
New +$451K 0.01% 351