Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-700
Closed -$421K 165
2024
Q3
$421K Buy
700
+100
+17% +$60.1K 0.19% 163
2024
Q2
$326K Buy
+600
New +$326K 0.19% 172