Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,213
Closed -$900K 810
2024
Q3
$900K Sell
16,213
-8,396
-34% -$466K 0.09% 284
2024
Q2
$1.45M Buy
+24,609
New +$1.45M 0.16% 192