Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,853
Closed -$212K 356
2024
Q3
$212K Buy
5,853
+39
+0.7% +$1.41K 0.06% 287
2024
Q2
$205K Buy
+5,814
New +$205K 0.06% 282