Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,413
Closed -$323K 353
2024
Q2
$323K Sell
8,413
-15,729
-65% -$605K 0.03% 261
2024
Q1
$1.03M Buy
24,142
+1,127
+5% +$48.2K 0.11% 149
2023
Q4
$885K Buy
+23,015
New +$885K 0.09% 148