Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,777
Closed -$284K 135
2024
Q3
$284K Buy
3,777
+863
+30% +$64.9K 0.19% 108
2024
Q2
$212K Buy
+2,914
New +$212K 0.15% 120