Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,058
Closed -$641K 577
2024
Q2
$641K Sell
6,058
-5,702
-48% -$604K 0.15% 248
2024
Q1
$1.65M Buy
+11,760
New +$1.65M 0.4% 49
2023
Q2
Sell
-11,400
Closed -$1.02M 510
2023
Q1
$1.02M Sell
11,400
-1,029
-8% -$91.7K 0.4% 58
2022
Q4
$877K Buy
+12,429
New +$877K 0.61% 38