Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-35,360
Closed -$1.77M 395
2024
Q3
$1.77M Buy
35,360
+11,725
+50% +$586K 0.16% 218
2024
Q2
$1.4M Buy
+23,635
New +$1.4M 0.15% 244