Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,000
Closed -$201K 90
2024
Q3
$201K Buy
4,000
+1,400
+54% +$70.4K 0.09% 326
2024
Q2
$113K Sell
2,600
-1,700
-40% -$74.2K 0.07% 410
2024
Q1
$187K Buy
+4,300
New +$187K 0.45% 55