Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-92,920
Closed -$7.42M 123
2024
Q3
$7.42M Buy
92,920
+28,434
+44% +$2.27M 1.05% 46
2024
Q2
$8.08M Sell
64,486
-48,583
-43% -$6.08M 1.2% 35
2024
Q1
$9.47M Buy
+113,069
New +$9.47M 1.3% 24