Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,261
Closed -$88.7K 71
2024
Q3
$88.7K Sell
10,261
-1,585
-13% -$13.7K 0.08% 65
2024
Q2
$97.4K Buy
+11,846
New +$97.4K 0.1% 69