Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,171
Closed -$1.09M 53
2024
Q2
$1.09M Buy
7,171
+69
+1% +$10.5K 0.74% 37
2024
Q1
$1.17M Buy
7,102
+54
+0.8% +$8.91K 0.82% 40
2023
Q4
$960K Buy
+7,048
New +$960K 0.72% 41