Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,949
Closed -$523K 587
2024
Q3
$523K Buy
19,949
+11,446
+135% +$300K 0.16% 246
2024
Q2
$218K Buy
+8,503
New +$218K 0.05% 402