Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,840
Closed -$231K 90
2024
Q3
$231K Sell
9,840
-249
-2% -$5.84K 0.15% 80
2024
Q2
$312K Buy
10,089
+21
+0.2% +$650 0.23% 71
2024
Q1
$359K Sell
10,068
-276
-3% -$9.85K 0.28% 67
2023
Q4
$520K Buy
+10,344
New +$520K 0.42% 41