Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-99,786
Closed -$1.76M 1372
2024
Q2
$1.76M Buy
99,786
+20,847
+26% +$367K 0.37% 58
2024
Q1
$2.03M Buy
+78,939
New +$2.03M 0.53% 33