Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-122,260
Closed -$466K 285
2024
Q3
$466K Buy
122,260
+97,000
+384% +$370K 0.07% 234
2024
Q2
$125K Buy
+25,260
New +$125K 0.02% 241