Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,920
Closed -$212K 155
2024
Q3
$212K Sell
4,920
-3,229
-40% -$139K 0.21% 132
2024
Q2
$288K Buy
+8,149
New +$288K 0.3% 99