Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,549
Closed -$309K 164
2024
Q3
$309K Sell
7,549
-163
-2% -$6.66K 0.07% 135
2024
Q2
$297K Buy
7,712
+247
+3% +$9.51K 0.07% 132
2024
Q1
$320K Buy
+7,465
New +$320K 0.07% 134