Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,400
Closed -$402K 405
2024
Q3
$402K Buy
1,400
+1,100
+367% +$316K 0.18% 171
2024
Q2
$94K Buy
+300
New +$94K 0.06% 457