Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,496
Closed -$4.03M 90
2024
Q3
$4.03M Hold
6,496
0.43% 57
2024
Q2
$4.27M Sell
6,496
-359
-5% -$236K 0.44% 54
2024
Q1
$4.46M Buy
+6,855
New +$4.46M 0.45% 58