Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,000
Closed -$994K 281
2024
Q3
$994K Buy
3,000
+600
+25% +$199K 0.46% 56
2024
Q2
$753K Buy
+2,400
New +$753K 0.45% 32