Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,129
Closed -$2.3M 391
2024
Q3
$2.3M Buy
10,129
+6
+0.1% +$1.36K 0.25% 80
2024
Q2
$2.27M Buy
+10,123
New +$2.27M 0.18% 68