Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,300
Closed -$116K 333
2024
Q3
$116K Sell
10,300
-389
-4% -$4.37K 0.03% 259
2024
Q2
$152K Buy
+10,689
New +$152K 0.05% 220
2023
Q4
$140K Buy
+11,511
New +$140K 0.06% 185