Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-200,000
Closed -$326K 569
2024
Q3
$326K Sell
200,000
-474,286
-70% -$773K 0.02% 491
2024
Q2
$376K Buy
+674,286
New +$376K 0.02% 436