Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,209
Closed -$866K 600
2024
Q3
$866K Sell
21,209
-10,658
-33% -$435K 0.06% 351
2024
Q2
$963K Buy
+31,867
New +$963K 0.07% 262