Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,247
Closed -$1.96M 104
2024
Q3
$1.96M Buy
17,247
+598
+4% +$67.9K 0.97% 37
2024
Q2
$2.06M Buy
16,649
+8,514
+105% +$1.05M 1.12% 31
2024
Q1
$1.07M Buy
+8,135
New +$1.07M 0.6% 48