Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,123
Closed -$419K 113
2024
Q3
$419K Buy
3,123
+507
+19% +$68K 0.25% 74
2024
Q2
$310K Buy
+2,616
New +$310K 0.2% 90