Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,654
Closed -$950K 683
2024
Q3
$950K Sell
8,654
-313
-3% -$34.4K 0.24% 133
2024
Q2
$720K Buy
+8,967
New +$720K 0.19% 148