Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,744
Closed -$535K 716
2024
Q3
$535K Sell
3,744
-1,888
-34% -$270K 0.02% 486
2024
Q2
$922K Buy
5,632
+1,348
+31% +$221K 0.05% 345
2024
Q1
$535K Buy
+4,284
New +$535K 0.03% 444