Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,165
Closed -$659K 2002
2024
Q3
$659K Sell
3,165
-387
-11% -$80.6K 0.01% 350
2024
Q2
$833K Buy
+3,552
New +$833K 0.01% 367