Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,900
Closed -$935K 906
2024
Q3
$935K Buy
1,900
+700
+58% +$344K 0.43% 73
2024
Q2
$556K Buy
+1,200
New +$556K 0.33% 85