Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,700
Closed -$203K 122
2024
Q3
$203K Sell
2,700
-350
-11% -$26.3K 0.14% 118
2024
Q2
$222K Buy
+3,050
New +$222K 0.17% 107