Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,604
Closed -$670K 1442
2024
Q3
$670K Sell
6,604
-354
-5% -$35.9K 0.02% 792
2024
Q2
$509K Buy
+6,958
New +$509K 0.01% 869