Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,500
Closed -$1.23M 97
2024
Q3
$1.23M Buy
8,500
+5,000
+143% +$724K 0.15% 66
2024
Q2
$511K Buy
+3,500
New +$511K 0.07% 78