Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,691
Closed -$1.58M 85
2024
Q2
$1.58M Buy
11,691
+2,683
+30% +$362K 0.46% 56
2024
Q1
$1.71M Buy
+9,008
New +$1.71M 0.49% 59