Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,284
Closed -$279K 747
2024
Q3
$279K Buy
4,284
+34
+0.8% +$2.21K 0.02% 503
2024
Q2
$273K Buy
+4,250
New +$273K 0.02% 448