Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,700
Closed -$132K 917
2024
Q3
$132K Sell
7,700
-300
-4% -$5.15K 0.06% 421
2024
Q2
$183K Buy
+8,000
New +$183K 0.11% 286