Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,045
Closed -$3.59M 85
2024
Q3
$3.59M Hold
14,045
0.38% 62
2024
Q2
$3.34M Sell
14,045
-573
-4% -$136K 0.35% 66
2024
Q1
$3.38M Buy
+14,618
New +$3.38M 0.34% 69