Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,454
Closed -$788K 385
2024
Q2
$788K Sell
10,454
-3,299
-24% -$249K 0.17% 204
2024
Q1
$1.29M Sell
13,753
-7,324
-35% -$688K 0.27% 141
2023
Q4
$2.29M Buy
+21,077
New +$2.29M 0.83% 20