Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,400
Closed -$233K 804
2024
Q3
$233K Buy
4,400
+600
+16% +$31.7K 0.11% 293
2024
Q2
$208K Buy
+3,800
New +$208K 0.12% 270