Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,469
Closed -$1.32M 831
2024
Q2
$1.32M Buy
12,469
+6,085
+95% +$644K 0.37% 61
2024
Q1
$898K Buy
6,384
+4,606
+259% +$648K 0.23% 160
2023
Q4
$217K Buy
+1,778
New +$217K 0.15% 289
2023
Q1
Sell
-2,852
Closed -$201K 565
2022
Q4
$201K Buy
+2,852
New +$201K 0.11% 350