Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,000
Closed -$942K 1501
2024
Q3
$942K Hold
20,000
0.02% 523
2024
Q2
$758K Hold
20,000
0.01% 602
2024
Q1
$743K Buy
+20,000
New +$743K 0.02% 545