Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,778
Closed -$402K 873
2024
Q3
$402K Hold
2,778
﹤0.01% 644
2024
Q2
$405K Buy
2,778
+1,108
+66% +$162K ﹤0.01% 633
2024
Q1
$240K Buy
+1,670
New +$240K ﹤0.01% 734