Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,048
Closed -$523K 215
2024
Q3
$523K Sell
6,048
-65
-1% -$5.62K 0.19% 133
2024
Q2
$457K Buy
+6,113
New +$457K 0.18% 137