Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,197
Closed -$347K 564
2024
Q2
$347K Buy
2,197
+543
+33% +$85.8K 0.03% 360
2024
Q1
$327K Sell
1,654
-1,676
-50% -$332K 0.04% 398
2023
Q4
$580K Buy
+3,330
New +$580K 0.1% 254