Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,000
Closed -$198K 131
2024
Q3
$198K Buy
+7,000
New +$198K 0.42% 73
2024
Q2
Sell
-3,000
Closed -$74.8K 120
2024
Q1
$74.8K Buy
+3,000
New +$74.8K 0.23% 74