Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-99,077
Closed -$3.48M 775
2024
Q3
$3.48M Buy
99,077
+19,338
+24% +$678K 0.03% 364
2024
Q2
$2.95M Buy
+79,739
New +$2.95M 0.02% 352