Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,894
Closed -$1.42M 248
2024
Q2
$1.42M Buy
+3,894
New +$1.42M 0.4% 67
2023
Q4
Sell
-5,919
Closed -$1.25M 229
2023
Q3
$1.25M Buy
+5,919
New +$1.25M 0.44% 69