Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,150
Closed -$1.4M 661
2024
Q2
$1.4M Buy
10,150
+628
+7% +$86.6K 0.03% 432
2024
Q1
$1.09M Buy
+9,522
New +$1.09M 0.03% 495