Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,437
Closed -$731K 305
2024
Q2
$731K Buy
12,437
+4,217
+51% +$248K 0.1% 51
2024
Q1
$508K Buy
8,220
+5,465
+198% +$338K 0.11% 49
2023
Q4
$188K Buy
+2,755
New +$188K 0.11% 114