Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,158
Closed -$475K 112
2024
Q3
$475K Buy
4,158
+655
+19% +$74.9K 0.28% 66
2024
Q2
$436K Buy
+3,503
New +$436K 0.28% 70