Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,933
Closed -$1.65M 286
2024
Q3
$1.65M Buy
21,933
+2,058
+10% +$155K 0.33% 84
2024
Q2
$1.44M Buy
+19,875
New +$1.44M 0.37% 73