Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-81,251
Closed -$657K 656
2024
Q3
$657K Buy
81,251
+44,726
+122% +$362K 0.07% 293
2024
Q2
$309K Buy
+36,525
New +$309K 0.03% 371