Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,000
Closed -$155K 113
2024
Q3
$155K Sell
2,000
-500
-20% -$38.7K 0.02% 33
2024
Q2
$183K Buy
+2,500
New +$183K 0.01% 37