Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,226
Closed -$1.07M 511
2024
Q3
$1.07M Buy
12,226
+5,199
+74% +$455K 0.32% 115
2024
Q2
$557K Buy
+7,027
New +$557K 0.13% 286