Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,000
Closed -$785K 132
2024
Q3
$785K Buy
4,000
+1,800
+82% +$353K 1.68% 14
2024
Q2
$435K Buy
+2,200
New +$435K 1.18% 25
2023
Q4
Sell
-220
Closed -$55K 758
2023
Q3
$55K Buy
+220
New +$55K 0.03% 168