Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-638
Closed -$211K 93
2024
Q3
$211K Sell
638
-2
-0.3% -$663 0.05% 89
2024
Q2
$201K Buy
+640
New +$201K 0.05% 90