Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-48,653
Closed -$1.86M 553
2024
Q2
$1.86M Buy
48,653
+8,424
+21% +$322K 0.07% 114
2024
Q1
$1.68M Buy
+40,229
New +$1.68M 0.05% 87