Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,437
Closed -$419K 465
2024
Q2
$419K Buy
2,437
+751
+45% +$129K 0.06% 340
2024
Q1
$439K Buy
+1,686
New +$439K 0.06% 373
2023
Q3
Sell
-1,122
Closed -$232K 438
2023
Q2
$232K Buy
+1,122
New +$232K 0.04% 375