Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,385
Closed -$1.61M 53
2024
Q2
$1.61M Sell
2,385
-2,935
-55% -$1.98M 1.27% 24
2024
Q1
$3.23M Sell
5,320
-260
-5% -$158K 1.66% 26
2023
Q4
$2.72M Buy
+5,580
New +$2.72M 1.56% 25