Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,136
Closed -$226K 278
2024
Q3
$226K Sell
3,136
-979
-24% -$70.5K 0.08% 227
2024
Q2
$290K Buy
4,115
+1,512
+58% +$106K 0.15% 147
2024
Q1
$207K Buy
+2,603
New +$207K 0.19% 157