Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,000
Closed -$613K 304
2024
Q3
$613K Sell
10,000
-15,000
-60% -$919K 0.09% 102
2024
Q2
$1.48M Buy
+25,000
New +$1.48M 0.2% 53