Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,749
Closed -$346K 65
2024
Q2
$346K Buy
1,749
+533
+44% +$105K 0.04% 53
2024
Q1
$214K Buy
1,216
+324
+36% +$57K 0.03% 59
2023
Q4
$222K Buy
+892
New +$222K 0.03% 55