Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,182
Closed -$253K 91
2024
Q2
$253K Sell
8,182
-1,987
-20% -$61.5K 0.23% 84
2024
Q1
$449K Sell
10,169
-6,265
-38% -$277K 0.41% 68
2023
Q4
$826K Buy
+16,434
New +$826K 0.83% 40