Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,736
Closed -$2.1M 194
2024
Q3
$2.1M Buy
33,736
+840
+3% +$52.2K 0.35% 63
2024
Q2
$1.88M Buy
32,896
+2,698
+9% +$154K 0.33% 61
2024
Q1
$1.74M Buy
+30,198
New +$1.74M 0.32% 65