Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,552
Closed -$264K 128
2024
Q3
$264K Sell
1,552
-120
-7% -$20.4K 0.05% 110
2024
Q2
$333K Hold
1,672
0.06% 85
2024
Q1
$283K Buy
1,672
+150
+10% +$25.4K 0.05% 96
2023
Q4
$220K Buy
+1,522
New +$220K 0.05% 112