Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,614
Closed -$305K 434
2024
Q3
$305K Buy
+10,614
New +$305K 0.08% 271
2023
Q2
Sell
-33,044
Closed -$2.39M 181
2023
Q1
$2.39M Buy
+33,044
New +$2.39M 0.8% 38