Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-162
Closed -$1.23M 1016
2024
Q2
$1.23M Buy
162
+68
+72% +$516K 0.23% 117
2024
Q1
$761K Buy
94
+38
+68% +$308K 0.16% 231
2023
Q4
$392K Buy
56
+11
+24% +$77K 0.1% 390
2023
Q3
$268K Buy
+45
New +$268K 0.08% 477