Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,480
Closed -$250K 156
2024
Q3
$250K Sell
2,480
-320
-11% -$32.3K 0.09% 131
2024
Q2
$296K Buy
+2,800
New +$296K 0.12% 108