Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,410
Closed -$1.06M 1179
2024
Q2
$1.06M Buy
14,410
+11,263
+358% +$826K 0.04% 416
2024
Q1
$208K Buy
+3,147
New +$208K 0.01% 950
2023
Q4
Sell
-4,040
Closed -$224K 1263
2023
Q3
$224K Buy
+4,040
New +$224K 0.01% 943
2023
Q1
Sell
-8,440
Closed -$472K 1218
2022
Q4
$472K Buy
+8,440
New +$472K 0.02% 674