Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-40,769
Closed -$7.08M 69
2024
Q3
$7.08M Buy
40,769
+35,479
+671% +$6.16M 1.81% 10
2024
Q2
$919K Buy
+5,290
New +$919K 0.43% 28
2023
Q3
Sell
-9,400
Closed -$949K 99
2023
Q2
$949K Buy
+9,400
New +$949K 0.2% 35