Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,939
Closed -$292K 362
2024
Q3
$292K Sell
1,939
-1,027
-35% -$154K 0.02% 269
2024
Q2
$469K Buy
+2,966
New +$469K 0.04% 172