Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,656
Closed -$255K 1218
2024
Q3
$255K Sell
12,656
-7,455
-37% -$150K 0.06% 603
2024
Q2
$381K Buy
+20,111
New +$381K 0.07% 499