Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,275
Closed -$542K 368
2024
Q3
$542K Buy
4,275
+2,856
+201% +$362K 0.01% 254
2024
Q2
$215K Hold
1,419
﹤0.01% 344
2024
Q1
$234K Sell
1,419
-147
-9% -$24.2K 0.01% 333
2023
Q4
$213K Buy
+1,566
New +$213K 0.01% 358