Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-35,590
Closed -$2.28M 255
2024
Q2
$2.28M Buy
35,590
+15,773
+80% +$1.01M 0.76% 23
2024
Q1
$1.26M Buy
19,817
+680
+4% +$43.3K 0.53% 38
2023
Q4
$1.06M Buy
+19,137
New +$1.06M 0.4% 55