Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,294
Closed -$1.07M 289
2024
Q2
$1.07M Buy
1,294
+73
+6% +$60.2K 0.14% 139
2024
Q1
$853K Buy
1,221
+94
+8% +$65.7K 0.12% 159
2023
Q4
$655K Buy
+1,127
New +$655K 0.1% 177