Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,344
Closed -$1.2M 796
2024
Q2
$1.2M Buy
11,344
+9,743
+609% +$1.03M 0.25% 144
2024
Q1
$225K Buy
+1,601
New +$225K 0.12% 353