Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,695
Closed -$1.03M 60
2024
Q3
$1.03M Buy
+11,695
New +$1.03M 0.27% 29
2023
Q2
Sell
-34,498
Closed -$4.23M 32
2023
Q1
$4.23M Buy
+34,498
New +$4.23M 0.85% 21