Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,630
Closed -$1.11M 209
2024
Q3
$1.11M Sell
6,630
-194
-3% -$32.5K 0.35% 60
2024
Q2
$1.17M Buy
6,824
+300
+5% +$51.4K 0.38% 52
2024
Q1
$924K Buy
+6,524
New +$924K 0.34% 59