Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-876
Closed -$544K 375
2024
Q3
$544K Buy
876
+96
+12% +$59.6K 0.08% 205
2024
Q2
$512K Buy
+780
New +$512K 0.08% 224