Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-24,721
Closed -$1.41M 94
2024
Q2
$1.41M Buy
24,721
+242
+1% +$13.8K 0.8% 63
2024
Q1
$1.43M Buy
24,479
+1,212
+5% +$70.7K 0.7% 76
2023
Q4
$1.59M Buy
23,267
+487
+2% +$33.3K 0.83% 46
2023
Q3
$1.3M Buy
+22,780
New +$1.3M 0.81% 64
2023
Q1
$545K Buy
+21,817
New +$545K 0.5% 59