Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,038
Closed -$1.67M 54
2024
Q3
$1.67M Sell
1,038
-9,342
-90% -$15M 0.79% 19
2024
Q2
$1.67M Buy
+10,380
New +$1.67M 0.81% 17