Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$486K Buy
6,467
+1,522
+31% +$114K 0.05% 104
2024
Q2
$359K Buy
+4,945
New +$359K 0.04% 113
2021
Q2
Sell
-3,727
Closed -$203K 167
2021
Q1
$203K Buy
+3,727
New +$203K 0.04% 161