Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-25,204
Closed -$1.66M 227
2024
Q3
$1.66M Sell
25,204
-293
-1% -$19.3K 0.33% 83
2024
Q2
$1.47M Buy
+25,497
New +$1.47M 0.38% 70