Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-23,000
Closed -$300K 119
2024
Q3
$300K Sell
23,000
-3,000
-12% -$39.2K 0.64% 39
2024
Q2
$396K Buy
+26,000
New +$396K 1.07% 28