Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,993
Closed -$2.32M 114
2024
Q2
$2.32M Hold
10,993
6.68% 3
2024
Q1
$1.89M Buy
10,993
+117
+1% +$20.1K 5.11% 5
2023
Q4
$2.09M Buy
+10,876
New +$2.09M 2.64% 5