Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,400
Closed -$334K 398
2024
Q3
$334K Buy
5,400
+1,200
+29% +$74.2K 0.15% 213
2024
Q2
$262K Buy
+4,200
New +$262K 0.16% 215