Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,166
Closed -$1.6M 402
2024
Q3
$1.6M Sell
3,166
-36
-1% -$18.2K 0.17% 97
2024
Q2
$1.44M Buy
+3,202
New +$1.44M 0.11% 100