Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,411
Closed -$270K 126
2024
Q3
$270K Sell
2,411
-265
-10% -$29.6K 0.23% 97
2024
Q2
$239K Buy
+2,676
New +$239K 0.24% 96