Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-615
Closed -$263K 1378
2024
Q3
$263K Sell
615
-28
-4% -$12K ﹤0.01% 968
2024
Q2
$235K Buy
+643
New +$235K ﹤0.01% 867