Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,294
Closed -$1.28M 1055
2024
Q2
$1.28M Sell
9,294
-47,662
-84% -$6.57M 0.27% 75
2024
Q1
$6.5M Buy
+56,956
New +$6.5M 1.69% 2