Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-694
Closed -$221K 459
2024
Q3
$221K Sell
694
-305
-31% -$97.2K 0.12% 164
2024
Q2
$321K Buy
+999
New +$321K 0.07% 305
2023
Q4
$356K Buy
+980
New +$356K 0.09% 242