Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-47,283
Closed -$1.84M 729
2024
Q2
$1.84M Buy
47,283
+20,741
+78% +$806K 0.19% 158
2024
Q1
$1.18M Buy
26,542
+5,245
+25% +$232K 0.12% 263
2023
Q4
$1.13M Buy
21,297
+15,237
+251% +$810K 0.13% 228
2023
Q3
$283K Buy
+6,060
New +$283K 0.03% 502