Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-550
Closed -$175K 82
2024
Q3
$175K Sell
550
-900
-62% -$287K 0.37% 80
2024
Q2
$466K Hold
1,450
1.26% 23
2024
Q1
$503K Buy
+1,450
New +$503K 1.52% 16
2023
Q4
Sell
-108
Closed -$32.1K 513
2023
Q3
$32.1K Buy
108
+13
+14% +$3.87K 0.02% 269
2023
Q2
$31.4K Buy
+95
New +$31.4K 0.02% 277