Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-68,709
Closed -$191K 11
2024
Q3
$191K Sell
68,709
-520,419
-88% -$1.45M 0.15% 8
2024
Q2
$1.4M Buy
+589,128
New +$1.4M 1.57% 10