Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,304
Closed -$308K 218
2024
Q2
$308K Sell
3,304
-447
-12% -$41.7K 0.02% 185
2024
Q1
$326K Buy
3,751
+615
+20% +$53.5K 0.02% 170
2023
Q4
$233K Buy
+3,136
New +$233K 0.02% 186