Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,600
Closed -$630K 851
2024
Q3
$630K Buy
10,600
+3,600
+51% +$214K 0.29% 104
2024
Q2
$358K Buy
+7,000
New +$358K 0.21% 153