Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-117,301
Closed -$2.71M 234
2024
Q3
$2.71M Buy
117,301
+3,320
+3% +$76.8K 0.16% 84
2024
Q2
$2.07M Buy
+113,981
New +$2.07M 0.13% 87