Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,988
Closed -$312K 12
2024
Q2
$312K Buy
+2,988
New +$312K 2.17% 5
2024
Q1
Sell
-1,415
Closed -$251K 116
2023
Q4
$251K Buy
+1,415
New +$251K 0.76% 70