Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,142
Closed -$139K 362
2024
Q3
$139K Sell
12,142
-89
-0.7% -$1.02K 0.02% 195
2024
Q2
$122K Buy
+12,231
New +$122K 0.02% 174