Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,638
Closed -$287K 494
2024
Q2
$287K Buy
+3,638
New +$287K 0.17% 265
2023
Q4
Sell
-6,327
Closed -$535K 505
2023
Q3
$535K Buy
+6,327
New +$535K 0.33% 88