Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$824K Sell
929
-1,032
-53% -$915K 1.1% 27
2024
Q2
$1.67M Sell
1,961
-381
-16% -$324K 1.92% 7
2024
Q1
$1.72M Buy
+2,342
New +$1.72M 1.87% 6