Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-34,041
Closed -$4.54M 53
2024
Q3
$4.54M Buy
34,041
+9,202
+37% +$1.23M 2.5% 13
2024
Q2
$3.13M Buy
+24,839
New +$3.13M 1.98% 26