Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,015
Closed -$414K 622
2024
Q3
$414K Buy
5,015
+2,384
+91% +$197K 0.1% 372
2024
Q2
$203K Buy
+2,631
New +$203K 0.06% 516