Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-34,300
Closed -$776K 838
2024
Q3
$776K Buy
34,300
+19,600
+133% +$443K 0.36% 86
2024
Q2
$239K Buy
+14,700
New +$239K 0.14% 231