Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-650
Closed -$337K 89
2024
Q3
$337K Buy
650
+222
+52% +$115K 0.11% 69
2024
Q2
$238K Buy
+428
New +$238K 0.09% 71