Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$705K Sell
1,122
-496
-31% -$312K 0.93% 24
2024
Q3
$1.13M Sell
1,618
-95
-6% -$66.6K 1.65% 14
2024
Q2
$1.11M Buy
+1,713
New +$1.11M 1.53% 14