Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,601
Closed -$250K 162
2024
Q3
$250K Hold
8,601
﹤0.01% 147
2024
Q2
$323K Sell
8,601
-2,666
-24% -$100K ﹤0.01% 144
2024
Q1
$498K Buy
+11,267
New +$498K 0.01% 131