Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.44M Buy
+27,603
New +$2.44M 0.05% 67
2024
Q2
Sell
-11,456
Closed -$1.08M 362
2024
Q1
$1.08M Buy
+11,456
New +$1.08M 0.03% 61
2023
Q4
Hold
0
139
2023
Q3
Sell
-47,221
Closed -$5.21M 189
2023
Q2
$5.21M Sell
47,221
-1,249
-3% -$138K 0.18% 6
2023
Q1
$5.94M Buy
+48,470
New +$5.94M 0.48% 11