Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,880
Closed -$215K 94
2024
Q3
$215K Buy
1,880
+60
+3% +$6.86K 0.11% 90
2024
Q2
$227K Buy
1,820
+73
+4% +$9.11K 0.13% 85
2024
Q1
$232K Buy
+1,747
New +$232K 0.14% 82