Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,100
Closed -$263K 79
2024
Q3
$263K Buy
3,100
+600
+24% +$50.8K 0.12% 267
2024
Q2
$337K Buy
+2,500
New +$337K 0.2% 164