Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,626
Closed -$691K 232
2024
Q3
$691K Sell
6,626
-2,169
-25% -$226K 0.31% 106
2024
Q2
$1.11M Buy
+8,795
New +$1.11M 0.54% 56