Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,189
Closed -$297K 686
2024
Q2
$297K Sell
1,189
-4,809
-80% -$1.2M 0.08% 418
2024
Q1
$1.5M Buy
+5,998
New +$1.5M 0.39% 51
2023
Q3
Sell
-3,902
Closed -$830K 439
2023
Q2
$830K Buy
+3,902
New +$830K 0.44% 50