Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,546
Closed -$1.1M 98
2024
Q2
$1.1M Buy
14,546
+282
+2% +$21.3K 0.62% 65
2024
Q1
$1.32M Buy
14,264
+712
+5% +$65.9K 0.64% 82
2023
Q4
$1.47M Buy
13,552
+245
+2% +$26.6K 0.77% 61
2023
Q3
$1.27M Buy
+13,307
New +$1.27M 0.79% 67