Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,619
Closed -$1.52M 107
2024
Q3
$1.52M Buy
13,619
+6,760
+99% +$756K 0.43% 57
2024
Q2
$613K Sell
6,859
-941
-12% -$84K 0.17% 126
2024
Q1
$670K Buy
+7,800
New +$670K 0.19% 120