Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,481
Closed -$352K 441
2024
Q2
$352K Sell
8,481
-18,505
-69% -$767K 0.13% 228
2024
Q1
$1.21M Sell
26,986
-102
-0.4% -$4.56K 0.52% 59
2023
Q4
$1.17M Buy
+27,088
New +$1.17M 0.41% 76