Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,565
Closed -$1.2M 36
2024
Q2
$1.2M Hold
4,565
1.35% 30
2024
Q1
$1.27M Sell
4,565
-1,765
-28% -$493K 1.47% 24
2023
Q4
$1.65M Buy
6,330
+2,630
+71% +$685K 2.08% 19
2023
Q3
$851K Buy
+3,700
New +$851K 1.83% 19