Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-595
Closed -$496K 95
2024
Q3
$496K Buy
595
+154
+35% +$128K 0.4% 64
2024
Q2
$451K Buy
441
+196
+80% +$201K 0.38% 64
2024
Q1
$238K Buy
+245
New +$238K 0.21% 92