Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,046
Closed -$273K 195
2024
Q3
$273K Sell
15,046
-7,976
-35% -$145K 0.15% 287
2024
Q2
$395K Buy
+23,022
New +$395K 0.24% 168