Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-726
Closed -$74.2K 939
2024
Q2
$74.2K Sell
726
-1,269
-64% -$130K 0.11% 430
2024
Q1
$148K Buy
1,995
+1,500
+303% +$111K 0.13% 223
2023
Q4
$45.3K Buy
+495
New +$45.3K 0.04% 777