Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,081
Closed -$710K 178
2024
Q2
$710K Buy
4,081
+471
+13% +$82K 0.04% 117
2024
Q1
$714K Sell
3,610
-471
-12% -$93.2K 0.04% 122
2023
Q4
$710K Buy
+4,081
New +$710K 0.04% 117