Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-30,409
Closed -$355K 471
2024
Q3
$355K Buy
30,409
+5,634
+23% +$65.9K 0.18% 180
2024
Q2
$496K Buy
+24,775
New +$496K 0.27% 98