Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-677
Closed -$292K 509
2024
Q3
$292K Sell
677
-300
-31% -$129K 0.03% 404
2024
Q2
$357K Buy
+977
New +$357K 0.05% 332