Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-27,246
Closed -$1.7M 112
2024
Q2
$1.7M Buy
27,246
+302
+1% +$18.9K 0.34% 71
2024
Q1
$1.96M Buy
26,944
+2,810
+12% +$205K 0.4% 66
2023
Q4
$1.78M Sell
24,134
-830
-3% -$61.2K 0.39% 65
2023
Q3
$1.63M Buy
+24,964
New +$1.63M 0.4% 66