Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,442
Closed -$326K 118
2024
Q3
$326K Buy
1,442
+60
+4% +$13.6K 0.28% 109
2024
Q2
$309K Buy
1,382
+13
+0.9% +$2.91K 0.28% 106
2024
Q1
$350K Buy
+1,369
New +$350K 0.41% 76