Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,555
Closed -$210K 1207
2024
Q3
$210K Sell
1,555
-107
-6% -$14.5K 0.01% 976
2024
Q2
$225K Sell
1,662
-76
-4% -$10.3K 0.01% 1008
2024
Q1
$225K Buy
+1,738
New +$225K 0.01% 1031