Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-605
Closed -$398K 753
2024
Q2
$398K Sell
605
-602
-50% -$396K 0.11% 347
2024
Q1
$785K Buy
+1,207
New +$785K 0.2% 191
2023
Q4
Sell
-815
Closed -$416K 443
2023
Q3
$416K Buy
+815
New +$416K 0.24% 184