Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-488
Closed -$265K 215
2024
Q2
$265K Sell
488
-1,128
-70% -$612K 0.06% 182
2024
Q1
$1.04M Buy
1,616
+148
+10% +$95K 0.23% 51
2023
Q4
$858K Sell
1,468
-15
-1% -$8.77K 0.23% 45
2023
Q3
$770K Buy
+1,483
New +$770K 0.22% 42