Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,302
Closed -$264K 117
2024
Q3
$264K Buy
2,302
+290
+14% +$33.3K 0.09% 98
2024
Q2
$257K Sell
2,012
-49
-2% -$6.27K 0.09% 92
2024
Q1
$268K Buy
+2,061
New +$268K 0.1% 87