Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,396
Closed -$1.89M 479
2024
Q2
$1.89M Buy
17,396
+1,847
+12% +$201K 0.09% 166
2024
Q1
$2.08M Buy
+15,549
New +$2.08M 0.1% 153