Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,129
Closed -$314K 215
2024
Q2
$314K Sell
10,129
-496
-5% -$15.4K 0.15% 128
2024
Q1
$469K Buy
10,625
+917
+9% +$40.5K 0.23% 96
2023
Q4
$488K Buy
+9,708
New +$488K 0.3% 78