Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,000
Closed -$200K 610
2024
Q3
$200K Sell
2,000
-400
-17% -$40K 0.09% 136
2024
Q2
$214K Buy
+2,400
New +$214K 0.1% 129