Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,797
Closed -$857K 126
2024
Q3
$857K Buy
1,797
+223
+14% +$106K 0.25% 61
2024
Q2
$691K Buy
+1,574
New +$691K 0.21% 64