Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-41,251
Closed -$4.08M 423
2024
Q2
$4.08M Buy
41,251
+7,454
+22% +$738K 0.02% 277
2024
Q1
$3.14M Buy
+33,797
New +$3.14M 0.01% 315