Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,198
Closed -$509K 185
2024
Q3
$509K Buy
5,198
+2,135
+70% +$209K 0.19% 112
2024
Q2
$300K Buy
+3,063
New +$300K 0.12% 146