Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-700
Closed -$542K 449
2024
Q3
$542K Sell
700
-300
-30% -$232K 0.25% 128
2024
Q2
$825K Buy
+1,000
New +$825K 0.49% 13