Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-66,152
Closed -$769K 415
2024
Q3
$769K Sell
66,152
-7,010
-10% -$81.5K 0.02% 273
2024
Q2
$823K Buy
+73,162
New +$823K 0.03% 265