Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,882
Closed -$327K 1637
2024
Q2
$327K Buy
+9,882
New +$327K 0.01% 991
2023
Q4
Sell
-12,323
Closed -$424K 1318
2023
Q3
$424K Buy
12,323
+92
+0.8% +$3.17K 0.01% 645
2023
Q2
$508K Buy
+12,231
New +$508K 0.01% 514