Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,202
Closed -$213K 175
2024
Q3
$213K Hold
5,202
0.14% 160
2024
Q2
$200K Sell
5,202
-774
-13% -$29.8K 0.14% 159
2024
Q1
$256K Buy
+5,976
New +$256K 0.18% 144