Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-508
Closed -$87.4K 967
2024
Q2
$87.4K Buy
508
+443
+682% +$76.2K 0.13% 366
2024
Q1
$16.9K Sell
65
-280
-81% -$73K 0.02% 1140
2023
Q4
$68.8K Buy
+345
New +$68.8K 0.07% 565