Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,025
Closed -$1.36M 121
2024
Q2
$1.36M Hold
7,025
3.91% 6
2024
Q1
$1.27M Buy
7,025
+85
+1% +$15.3K 3.43% 7
2023
Q4
$1.05M Buy
+6,940
New +$1.05M 1.33% 12