Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$930K Sell
2,943
-1,179
-29% -$373K 1.23% 20
2024
Q3
$1.27M Buy
4,122
+124
+3% +$38.2K 1.85% 12
2024
Q2
$1.04M Buy
+3,998
New +$1.04M 1.44% 17