Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-46,563
Closed -$556K 500
2024
Q3
$556K Sell
46,563
-7,455
-14% -$89K 0.15% 200
2024
Q2
$686K Buy
+54,018
New +$686K 0.25% 139