Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,330
Closed -$1.43M 652
2024
Q2
$1.43M Buy
3,330
+1,656
+99% +$712K 0.4% 38
2024
Q1
$634K Buy
+1,674
New +$634K 0.16% 244
2023
Q4
Sell
-855
Closed -$268K 366
2023
Q3
$268K Buy
+855
New +$268K 0.15% 284