Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,912
Closed -$280K 27
2024
Q3
$280K Sell
10,912
-339
-3% -$8.71K 0.2% 31
2024
Q2
$372K Buy
+11,251
New +$372K 0.16% 51