Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,576
Closed -$297K 328
2024
Q3
$297K Sell
16,576
-634
-4% -$11.4K 0.1% 179
2024
Q2
$303K Sell
17,210
-585
-3% -$10.3K 0.12% 149
2024
Q1
$457K Buy
+17,795
New +$457K 0.18% 113