Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-24,000
Closed -$148K 292
2024
Q3
$148K Sell
24,000
-2,000
-8% -$12.3K 0.03% 128
2024
Q2
$205K Buy
+26,000
New +$205K 0.05% 107