Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-25,205
Closed -$266K 69
2024
Q3
$266K Buy
25,205
+9,239
+58% +$97.6K 0.42% 56
2024
Q2
$212K Buy
+15,966
New +$212K 0.46% 46