Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,597
Closed -$201K 155
2024
Q3
$201K Hold
5,597
0.1% 139
2024
Q2
$203K Buy
+5,597
New +$203K 0.1% 142