Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-122
Closed -$25K 816
2024
Q3
$25K Sell
122
-1,097
-90% -$225K ﹤0.01% 480
2024
Q2
$285K Buy
+1,219
New +$285K 0.02% 300