Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,611
Closed -$570K 398
2024
Q3
$570K Buy
19,611
+10,928
+126% +$317K 0.15% 197
2024
Q2
$281K Buy
+8,683
New +$281K 0.1% 248