Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-55,275
Closed -$939K 1421
2024
Q2
$939K Buy
55,275
+16,790
+44% +$285K 0.02% 450
2024
Q1
$660K Buy
38,485
+8,780
+30% +$151K 0.02% 556
2023
Q4
$563K Buy
29,705
+5,135
+21% +$97.2K 0.02% 590
2023
Q3
$405K Buy
+24,570
New +$405K 0.01% 652