Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-40,111
Closed -$324K 383
2024
Q3
$324K Buy
40,111
+21,765
+119% +$176K 0.05% 161
2024
Q2
$155K Sell
18,346
-15,589
-46% -$132K 0.02% 187
2024
Q1
$388K Buy
+33,935
New +$388K 0.06% 162