Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-38,670
Closed -$1.28M 244
2024
Q3
$1.28M Buy
38,670
+15,520
+67% +$514K 0.23% 78
2024
Q2
$1.08M Buy
+23,150
New +$1.08M 0.21% 85