Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,200
Closed -$434K 4
2024
Q3
$434K Buy
2,200
+500
+29% +$98.7K 0.2% 156
2024
Q2
$292K Buy
+1,700
New +$292K 0.17% 190