Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$2.9M Hold
8,061
1.81% 22
2024
Q3
$2.79M Sell
8,061
-4,888
-38% -$1.69M 1.83% 22
2024
Q2
$3.8M Buy
+12,949
New +$3.8M 2.73% 8