Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,867
Closed -$250K 367
2024
Q2
$250K Buy
+2,867
New +$250K 0.14% 222
2022
Q4
Sell
-12,459
Closed -$448K 302
2022
Q3
$448K Buy
+12,459
New +$448K 0.23% 151