Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-156,167
Closed -$155K 1165
2024
Q3
$155K Buy
156,167
+9,525
+6% +$9.45K 0.01% 1080
2024
Q2
$227K Buy
+146,642
New +$227K 0.01% 912