Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,653
Closed -$207K 150
2024
Q2
$207K Sell
1,653
-746
-31% -$93.4K 0.22% 127
2024
Q1
$317K Buy
2,399
+402
+20% +$53K 0.34% 85
2023
Q4
$218K Buy
+1,997
New +$218K 0.27% 109