Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,520
Closed -$640K 148
2024
Q3
$640K Buy
8,520
+975
+13% +$73.3K 0.18% 84
2024
Q2
$548K Buy
+7,545
New +$548K 0.17% 87