Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-38,398
Closed -$861K 475
2024
Q3
$861K Buy
38,398
+7,750
+25% +$174K 0.23% 150
2024
Q2
$542K Buy
+30,648
New +$542K 0.2% 172