Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,721
Closed -$291K 480
2024
Q2
$291K Buy
+2,721
New +$291K 0.01% 404
2023
Q4
Sell
-3,104
Closed -$223K 477
2023
Q3
$223K Buy
3,104
+370
+14% +$26.6K 0.01% 422
2023
Q2
$323K Buy
+2,734
New +$323K 0.01% 375