Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,206
Closed -$315K 226
2024
Q2
$315K Buy
2,206
+534
+32% +$76.4K 0.02% 181
2024
Q1
$333K Buy
1,672
+563
+51% +$112K 0.02% 166
2023
Q4
$229K Buy
+1,109
New +$229K 0.02% 193