Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,292
Closed -$198K 123
2024
Q3
$198K Sell
6,292
-6,000
-49% -$188K 0.05% 99
2024
Q2
$444K Sell
12,292
-11,386
-48% -$411K 0.07% 63
2024
Q1
$892K Buy
+23,678
New +$892K 0.25% 37