Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,798
Closed -$2.25M 117
2024
Q3
$2.25M Sell
8,798
-1,273
-13% -$325K 0.42% 42
2024
Q2
$2.4M Sell
10,071
-195
-2% -$46.4K 0.48% 44
2024
Q1
$2.37M Buy
+10,266
New +$2.37M 0.48% 56