Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-52,308
Closed -$2.07M 62
2024
Q2
$2.07M Sell
52,308
-9,370
-15% -$371K 1.04% 36
2024
Q1
$2.07M Buy
+61,678
New +$2.07M 0.83% 36