Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-59,800
Closed -$16.4M 61
2024
Q3
$16.4M Buy
+59,800
New +$16.4M 1.27% 16
2021
Q4
Sell
-48,727
Closed -$10.9M 250
2021
Q3
$10.9M Buy
+48,727
New +$10.9M 0.72% 25