Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,376
Closed -$1.05M 121
2024
Q3
$1.05M Buy
7,376
+1,277
+21% +$183K 0.57% 52
2024
Q2
$998K Buy
+6,099
New +$998K 0.57% 47