Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,000
Closed -$174K 133
2024
Q3
$174K Hold
1,000
0.37% 83
2024
Q2
$174K Buy
+1,000
New +$174K 0.47% 53