Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,151
Closed -$635K 631
2024
Q3
$635K Sell
6,151
-1,282
-17% -$132K 0.01% 554
2024
Q2
$863K Buy
+7,433
New +$863K 0.02% 530