Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-991
Closed -$104K 233
2024
Q3
$104K Buy
991
+220
+29% +$23.2K 0.04% 78
2024
Q2
$66.7K Buy
+771
New +$66.7K 0.03% 117