Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,917
Closed -$398K 1446
2024
Q3
$398K Sell
6,917
-2,683
-28% -$154K 0.02% 644
2024
Q2
$398K Buy
9,600
+1,349
+16% +$55.9K 0.03% 580
2024
Q1
$369K Buy
+8,251
New +$369K 0.02% 702