Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.66M Buy
3,481
+1,300
+60% +$620K 0.04% 86
2024
Q2
$957K Buy
+2,181
New +$957K 0.02% 149
2024
Q1
Hold
0
263
2023
Q4
Sell
-1,934
Closed -$720K 117
2023
Q3
$720K Buy
+1,934
New +$720K 0.02% 78