Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,225
Closed -$1.5M 29
2024
Q3
$1.5M Hold
2,225
0.29% 15
2024
Q2
$2.28M Buy
+2,225
New +$2.28M 0.5% 13