Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,200
Closed -$549K 78
2024
Q3
$549K Buy
8,200
+4,500
+122% +$301K 0.25% 127
2024
Q2
$205K Buy
+3,700
New +$205K 0.12% 273