Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,235
Closed -$1.53M 107
2024
Q2
$1.53M Buy
20,235
+152
+0.8% +$11.5K 0.83% 37
2024
Q1
$1.89M Buy
20,083
+10,760
+115% +$1.01M 1.05% 33
2023
Q4
$1.01M Buy
+9,323
New +$1.01M 0.6% 47