Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$19.6M Sell
44,012
-896
-2% -$400K 0.12% 177
2024
Q3
$20.4M Buy
44,908
+2,999
+7% +$1.36M 0.13% 168
2024
Q2
$18.6M Buy
+41,909
New +$18.6M 0.13% 153