Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-707
Closed -$203K 1107
2024
Q3
$203K Buy
707
+45
+7% +$12.9K ﹤0.01% 1044
2024
Q2
$208K Sell
662
-28
-4% -$8.78K ﹤0.01% 973
2024
Q1
$232K Sell
690
-49
-7% -$16.5K ﹤0.01% 976
2023
Q4
$209K Buy
+739
New +$209K ﹤0.01% 974