Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,043
Closed -$1.49M 1288
2024
Q2
$1.49M Sell
13,043
-252
-2% -$28.8K 0.01% 598
2024
Q1
$1.93M Sell
13,295
-20,041
-60% -$2.9M 0.02% 498
2023
Q4
$4.46M Buy
+33,336
New +$4.46M 0.02% 635