Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,476
Closed -$787K 423
2024
Q3
$787K Sell
10,476
-2,233
-18% -$168K 0.01% 194
2024
Q2
$924K Buy
+12,709
New +$924K 0.02% 151