Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-22,000
Closed -$1.58M 169
2024
Q3
$1.58M Buy
22,000
+544
+3% +$39.2K 0.41% 69
2024
Q2
$1.51M Buy
+21,456
New +$1.51M 0.42% 65