Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,588
Closed -$575K 374
2024
Q2
$575K Buy
+2,588
New +$575K 0.21% 162
2023
Q4
Sell
-2,931
Closed -$220K 248
2023
Q3
$220K Buy
+2,931
New +$220K 0.07% 196