Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$10.1M Sell
151,484
-384
-0.3% -$25.6K 0.06% 310
2024
Q3
$10M Buy
151,868
+8,499
+6% +$561K 0.06% 311
2024
Q2
$10.5M Buy
+143,369
New +$10.5M 0.08% 269