Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.47M Buy
3,313
+474
+17% +$211K 0.95% 22
2024
Q3
$1.47M Sell
2,839
-1,467
-34% -$760K 1.2% 23
2024
Q2
$2.39M Buy
4,306
+1,897
+79% +$1.05M 1.64% 17
2024
Q1
$1.22M Buy
+2,409
New +$1.22M 1.11% 24