Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,624
Closed -$282K 370
2024
Q2
$282K Buy
+14,624
New +$282K 0.1% 246
2024
Q1
Sell
-60,837
Closed -$1.38M 261
2023
Q4
$1.38M Buy
60,837
+50,465
+487% +$1.15M 0.49% 67
2023
Q3
$201K Buy
+10,372
New +$201K 0.07% 203