Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,500
Closed -$454K 262
2024
Q3
$454K Sell
9,500
-9,000
-49% -$430K 0.06% 125
2024
Q2
$910K Buy
+18,500
New +$910K 0.13% 76