Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,400
Closed -$1.12M 502
2024
Q3
$1.12M Buy
13,400
+1,000
+8% +$83.9K 0.51% 7
2024
Q2
$827K Buy
+12,400
New +$827K 0.49% 12