Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,144
Closed -$1.78M 306
2024
Q3
$1.78M Buy
5,144
+994
+24% +$344K 0.35% 73
2024
Q2
$1.5M Buy
+4,150
New +$1.5M 0.36% 73