Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-700
Closed -$181K 888
2024
Q3
$181K Buy
700
+100
+17% +$25.8K 0.08% 353
2024
Q2
$132K Buy
+600
New +$132K 0.08% 361