Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,957
Closed -$792K 482
2024
Q2
$792K Sell
14,957
-14,543
-49% -$770K 0.19% 210
2024
Q1
$1.57M Sell
29,500
-19,900
-40% -$1.06M 0.38% 60
2023
Q4
$2.58M Buy
+49,400
New +$2.58M 0.69% 4