Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-65,000
Closed -$1.7M 422
2024
Q2
$1.7M Buy
65,000
+40,000
+160% +$1.05M 0.05% 217
2024
Q1
$577K Buy
+25,000
New +$577K 0.02% 318