Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-81,100
Closed -$868K 758
2024
Q3
$868K Buy
81,100
+59,600
+277% +$638K 0.4% 80
2024
Q2
$357K Buy
+21,500
New +$357K 0.21% 154