Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-39,623
Closed -$795K 142
2024
Q3
$795K Buy
39,623
+11,570
+41% +$232K 0.2% 85
2024
Q2
$493K Buy
+28,053
New +$493K 0.12% 94