Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-18,784
Closed -$1.01M 679
2024
Q2
$1.01M Buy
18,784
+2,403
+15% +$129K 0.08% 259
2024
Q1
$865K Buy
+16,381
New +$865K 0.07% 283