Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,956
Closed -$1.51M 462
2024
Q3
$1.51M Buy
+1,956
New +$1.51M 0.28% 121
2023
Q4
Sell
-6,850
Closed -$3.14M 418
2023
Q3
$3.14M Buy
+6,850
New +$3.14M 0.59% 62