Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-31,442
Closed -$631K 462
2024
Q3
$631K Sell
31,442
-17,795
-36% -$357K 0.17% 188
2024
Q2
$753K Buy
+49,237
New +$753K 0.27% 123