Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-25,000
Closed -$258K 224
2024
Q3
$258K Buy
25,000
+5,000
+25% +$51.7K 0.04% 201
2024
Q2
$332K Buy
+20,000
New +$332K 0.05% 171