Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,998
Closed -$519K 194
2024
Q2
$519K Buy
6,998
+240
+4% +$17.8K 0.19% 91
2024
Q1
$674K Sell
6,758
-1,227
-15% -$122K 0.26% 70
2023
Q4
$661K Buy
7,985
+1,823
+30% +$151K 0.29% 65
2023
Q3
$380K Buy
+6,162
New +$380K 0.19% 93