Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-30,000
Closed -$410K 1410
2024
Q3
$410K Buy
30,000
+10,000
+50% +$137K 0.04% 206
2024
Q2
$242K Buy
+20,000
New +$242K 0.03% 282