Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-923
Closed -$769K 39
2024
Q3
$769K Buy
923
+2
+0.2% +$1.67K 0.63% 27
2024
Q2
$942K Buy
+921
New +$942K 0.83% 17