Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$227K Sell
924
-224
-20% -$55.1K 0.17% 82
2024
Q3
$263K Sell
1,148
-6
-0.5% -$1.38K 0.2% 76
2024
Q2
$233K Hold
1,154
0.19% 79
2024
Q1
$225K Buy
+1,154
New +$225K 0.19% 84