Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-42,099
Closed -$6.02M 40
2024
Q3
$6.02M Buy
42,099
+15,000
+55% +$2.15M 1.62% 18
2024
Q2
$4.43M Buy
27,099
+17,099
+171% +$2.8M 1.34% 19
2024
Q1
$1.25M Buy
+10,000
New +$1.25M 0.66% 29