Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,000
Closed -$102K 62
2024
Q3
$102K Sell
3,000
-400
-12% -$13.7K 0.05% 476
2024
Q2
$105K Buy
+3,400
New +$105K 0.06% 436