Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,195
Closed -$759K 128
2024
Q3
$759K Buy
+2,195
New +$759K 0.56% 42
2023
Q4
Sell
-5,583
Closed -$1.81M 93
2023
Q3
$1.81M Buy
+5,583
New +$1.81M 0.86% 40