Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$11.9M Sell
65,152
-3,259
-5% -$595K 0.11% 39
2024
Q2
$12.6M Buy
68,411
+66,722
+3,950% +$12.2M 0.14% 35
2024
Q1
$305K Sell
1,689
-696
-29% -$126K 0.22% 28
2023
Q4
$362K Sell
2,385
-226
-9% -$34.3K 0.29% 26
2023
Q3
$332K Buy
2,611
+20
+0.8% +$2.54K 0.3% 26
2023
Q2
$338K Buy
+2,591
New +$338K 0.3% 25