Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,200
Closed -$334K 774
2024
Q3
$334K Buy
6,200
+700
+13% +$37.7K 0.01% 540
2024
Q2
$248K Buy
+5,500
New +$248K 0.01% 613