Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,683
Closed -$437K 365
2024
Q3
$437K Buy
3,683
+180
+5% +$21.3K 0.08% 227
2024
Q2
$483K Buy
+3,503
New +$483K 0.1% 177