Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-18,727
Closed -$1.77M 781
2024
Q2
$1.77M Buy
+18,727
New +$1.77M 0.18% 173
2024
Q1
Sell
-9,461
Closed -$820K 669
2023
Q4
$820K Buy
+9,461
New +$820K 0.09% 306