Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,692
Closed -$3.35M 236
2024
Q2
$3.35M Buy
10,692
+1,955
+22% +$613K 1.15% 19
2024
Q1
$2.73M Sell
8,737
-165
-2% -$51.6K 1% 21
2023
Q4
$2.14M Sell
8,902
-534
-6% -$129K 0.9% 25
2023
Q3
$2.01M Buy
+9,436
New +$2.01M 0.96% 19