Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-553
Closed -$286K 146
2024
Q3
$286K Buy
553
+68
+14% +$35.2K 0.21% 108
2024
Q2
$269K Buy
485
+37
+8% +$20.5K 0.22% 106
2024
Q1
$226K Buy
+448
New +$226K 0.2% 112