Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,446
Closed -$541K 60
2024
Q2
$541K Buy
+7,446
New +$541K 0.07% 42
2023
Q4
Sell
-9,281
Closed -$427K 41
2023
Q3
$427K Buy
9,281
+981
+12% +$45.1K 0.1% 26
2023
Q2
$358K Buy
+8,300
New +$358K 0.08% 36