Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,751
Closed -$1.61M 462
2024
Q2
$1.61M Sell
3,751
-2,265
-38% -$974K 0.1% 284
2024
Q1
$2.28M Buy
+6,016
New +$2.28M 0.16% 220
2023
Q3
Sell
-871
Closed -$297K 424
2023
Q2
$297K Buy
+871
New +$297K 0.04% 375