Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,500
Closed -$245K 112
2024
Q3
$245K Hold
5,500
0.1% 73
2024
Q2
$234K Hold
5,500
0.1% 73
2024
Q1
$229K Buy
+5,500
New +$229K 0.11% 69