Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-29,445
Closed -$853K 10
2024
Q2
$853K Buy
29,445
+6,786
+30% +$197K 0.14% 198
2024
Q1
$613K Buy
+22,659
New +$613K 0.1% 274
2023
Q4
Sell
-21,346
Closed -$545K 468
2023
Q3
$545K Buy
+21,346
New +$545K 0.09% 311