Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,007
Closed -$228K 167
2024
Q3
$228K Sell
2,007
-48
-2% -$5.45K 0.12% 156
2024
Q2
$254K Buy
+2,055
New +$254K 0.14% 138