Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,834
Closed -$1.17M 241
2024
Q3
$1.17M Buy
+4,834
New +$1.17M 0.31% 170
2023
Q3
Sell
-4,000
Closed -$900K 466
2023
Q2
$900K Buy
+4,000
New +$900K 0.24% 156