Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,268
Closed -$123K 139
2024
Q3
$123K Buy
13,268
+6,331
+91% +$58.5K 0.26% 93
2024
Q2
$57K Buy
6,937
+1,552
+29% +$12.7K 0.15% 86
2024
Q1
$64.9K Buy
+5,385
New +$64.9K 0.2% 82