Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,000
Closed -$914K 191
2024
Q3
$914K Buy
6,000
+4,000
+200% +$609K 0.14% 142
2024
Q2
$327K Buy
+2,000
New +$327K 0.05% 173