Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,655
Closed -$144K 595
2024
Q2
$144K Sell
1,655
-580
-26% -$50.6K 0.21% 138
2024
Q1
$197K Buy
2,235
+957
+75% +$84.3K 0.18% 120
2023
Q4
$94.4K Buy
+1,278
New +$94.4K 0.09% 407