Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,092
Closed -$1.44M 89
2024
Q3
$1.44M Sell
10,092
-25,933
-72% -$3.71M 0.15% 76
2024
Q2
$5.89M Buy
+36,025
New +$5.89M 0.66% 47