Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,347
Closed -$427K 277
2024
Q3
$427K Sell
7,347
-90
-1% -$5.24K 0.1% 187
2024
Q2
$429K Buy
7,437
+240
+3% +$13.9K 0.1% 191
2024
Q1
$426K Buy
+7,197
New +$426K 0.11% 192