Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-22,893
Closed -$2.66M 404
2024
Q2
$2.66M Sell
22,893
-7,524
-25% -$873K 0.11% 140
2024
Q1
$3.49M Buy
30,417
+19,271
+173% +$2.21M 0.14% 135
2023
Q4
$1.26M Buy
11,146
+6,710
+151% +$756K 0.03% 309
2023
Q3
$424K Buy
4,436
+702
+19% +$67K 0.01% 423
2023
Q2
$381K Buy
+3,734
New +$381K 0.01% 402