Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-863
Closed -$252K 418
2024
Q3
$252K Sell
863
-998
-54% -$291K 0.07% 296
2024
Q2
$509K Buy
+1,861
New +$509K 0.19% 177