Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-72,620
Closed -$767K 369
2024
Q3
$767K Buy
72,620
+6,050
+9% +$63.9K 0.04% 173
2024
Q2
$835K Buy
+66,570
New +$835K 0.05% 154