Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,181
Closed -$215K 271
2024
Q3
$215K Buy
6,181
+168
+3% +$5.85K ﹤0.01% 269
2024
Q2
$195K Buy
+6,013
New +$195K ﹤0.01% 273