Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-130,890
Closed -$113K 34
2024
Q3
$113K Sell
130,890
-57,486
-31% -$49.4K 0.04% 34
2024
Q2
$301K Buy
+188,376
New +$301K 0.13% 27