Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-40,227
Closed -$44.3K 412
2024
Q2
$44.3K Buy
+40,227
New +$44.3K 0.02% 309
2024
Q1
Sell
-212,579
Closed -$389K 299
2023
Q4
$389K Sell
212,579
-664,696
-76% -$1.22M 0.14% 173
2023
Q3
$1.25M Buy
877,275
+426,854
+95% +$606K 0.41% 80
2023
Q2
$1.02M Buy
+450,421
New +$1.02M 0.21% 106