Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,990
Closed -$422K 427
2024
Q2
$422K Sell
5,990
-8,010
-57% -$564K 0.1% 323
2024
Q1
$1.12M Buy
+14,000
New +$1.12M 0.27% 123
2023
Q4
Sell
-14,900
Closed -$1.47M 638
2023
Q3
$1.47M Buy
+14,900
New +$1.47M 0.52% 36
2023
Q2
Sell
-8,900
Closed -$998K 287
2023
Q1
$998K Buy
+8,900
New +$998K 0.4% 60