Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,000
Closed -$117K 162
2024
Q3
$117K Buy
20,000
+10,000
+100% +$58.7K 0.05% 153
2024
Q2
$60.7K Buy
+10,000
New +$60.7K 0.03% 151