Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,893
Closed -$4.56M 517
2024
Q3
$4.56M Buy
19,893
+4,695
+31% +$1.08M 0.08% 177
2024
Q2
$3.07M Sell
15,198
-10,003
-40% -$2.02M 0.05% 211
2024
Q1
$4.91M Buy
+25,201
New +$4.91M 0.08% 167