Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,357
Closed -$1.83M 343
2024
Q3
$1.83M Buy
8,357
+330
+4% +$72.3K 0.16% 150
2024
Q2
$1.49M Buy
+8,027
New +$1.49M 0.13% 183