Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-37,544
Closed -$577K 2413
2024
Q3
$577K Buy
37,544
+1,915
+5% +$29.5K ﹤0.01% 1611
2024
Q2
$434K Buy
+35,629
New +$434K ﹤0.01% 1733