Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-29,845
Closed -$1.73M 50
2024
Q2
$1.73M Sell
29,845
-2,570
-8% -$149K 1.32% 26
2024
Q1
$2.17M Buy
+32,415
New +$2.17M 1.66% 24