Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,113
Closed -$510K 610
2024
Q2
$510K Buy
4,113
+1,595
+63% +$198K 0.31% 105
2024
Q1
$303K Buy
+2,518
New +$303K 0.17% 248
2023
Q3
Sell
-2,689
Closed -$228K 585
2023
Q2
$228K Sell
2,689
-835
-24% -$70.8K 0.15% 308
2023
Q1
$314K Buy
+3,524
New +$314K 0.2% 221