Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,129
Closed -$220K 97
2024
Q3
$220K Buy
6,129
+106
+2% +$3.8K 0.1% 90
2024
Q2
$211K Buy
+6,023
New +$211K 0.1% 75