Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-30,000
Closed -$4.29M 131
2024
Q3
$4.29M Buy
30,000
+4,400
+17% +$629K 0.57% 52
2024
Q2
$4.19M Buy
+25,600
New +$4.19M 0.45% 52