Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,433
Closed -$215K 120
2024
Q3
$215K Sell
2,433
-265
-10% -$23.4K 0.13% 111
2024
Q2
$203K Buy
2,698
+102
+4% +$7.69K 0.13% 110
2024
Q1
$244K Buy
+2,596
New +$244K 0.17% 100