Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-427
Closed -$221K 302
2024
Q3
$221K Sell
427
-42
-9% -$21.7K 0.05% 255
2024
Q2
$261K Sell
469
-157
-25% -$87.2K 0.06% 209
2024
Q1
$316K Sell
626
-932
-60% -$470K 0.08% 194
2023
Q4
$930K Buy
+1,558
New +$930K 0.22% 83