Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-502
Closed -$260K 115
2024
Q3
$260K Buy
+502
New +$260K 0.06% 101
2023
Q3
Sell
-82
Closed -$40K 78
2023
Q2
$40K Buy
+82
New +$40K 0.02% 174