Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,501
Closed -$478K 43
2024
Q3
$478K Sell
1,501
-624
-29% -$199K 1.21% 12
2024
Q2
$683K Buy
+2,125
New +$683K 0.99% 13