Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,225
Closed -$656K 204
2024
Q3
$656K Sell
10,225
-3,924
-28% -$252K 0.16% 149
2024
Q2
$882K Buy
+14,149
New +$882K 0.21% 101