Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,000
Closed -$120K 127
2024
Q3
$120K Sell
3,000
-1,000
-25% -$39.9K 0.26% 96
2024
Q2
$173K Buy
4,000
+3,000
+300% +$130K 0.47% 55
2024
Q1
$49K Buy
+1,000
New +$49K 0.15% 86