Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-310
Closed -$240K 82
2024
Q3
$240K Buy
310
+19
+7% +$14.7K 0.14% 61
2024
Q2
$240K Buy
+291
New +$240K 0.15% 57