Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-694
Closed -$224K 364
2024
Q3
$224K Sell
694
-53
-7% -$17.1K 0.03% 322
2024
Q2
$233K Buy
+747
New +$233K 0.03% 304