Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,000
Closed -$77.1K 283
2024
Q3
$77.1K Sell
3,000
-1,000
-25% -$25.7K 0.02% 167
2024
Q2
$132K Buy
+4,000
New +$132K 0.03% 134