Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-34,394
Closed -$403K 286
2024
Q3
$403K Buy
34,394
+19,920
+138% +$233K 0.06% 145
2024
Q2
$162K Buy
+14,474
New +$162K 0.03% 132