Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,964
Closed -$359K 285
2024
Q3
$359K Buy
3,964
+232
+6% +$21K 0.02% 263
2024
Q2
$301K Buy
+3,732
New +$301K 0.02% 275