Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,634
Closed -$465K 390
2024
Q3
$465K Sell
13,634
-6,270
-32% -$214K 0.23% 67
2024
Q2
$614K Buy
19,904
+10,814
+119% +$334K 0.32% 17
2024
Q1
$363K Buy
+9,090
New +$363K 0.13% 209