Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,337
Closed -$463K 359
2024
Q3
$463K Buy
1,337
+200
+18% +$69.2K 0.17% 137
2024
Q2
$334K Buy
1,137
+75
+7% +$22K 0.1% 197
2024
Q1
$354K Buy
+1,062
New +$354K 0.07% 221