Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,350
Closed -$818K 551
2024
Q2
$818K Sell
6,350
-2,750
-30% -$354K 0.19% 205
2024
Q1
$955K Buy
+9,100
New +$955K 0.23% 153
2023
Q2
Sell
-13,600
Closed -$868K 481
2023
Q1
$868K Buy
+13,600
New +$868K 0.35% 73