Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-447
Closed -$346K 235
2024
Q3
$346K Buy
447
+130
+41% +$101K 0.12% 160
2024
Q2
$261K Buy
+317
New +$261K 0.1% 189