Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,625
Closed -$202K 132
2024
Q3
$202K Sell
5,625
-325
-5% -$11.7K 0.11% 96
2024
Q2
$208K Buy
+5,950
New +$208K 0.13% 91