Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$8.88M Sell
113,322
-7,863
-6% -$616K 0.06% 346
2024
Q3
$9.38M Sell
121,185
-29,933
-20% -$2.32M 0.06% 325
2024
Q2
$14.2M Buy
+151,118
New +$14.2M 0.1% 206