Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,072
Closed -$228K 2293
2024
Q2
$228K Sell
5,072
-1,978
-28% -$89K 0.02% 1146
2024
Q1
$318K Buy
+7,050
New +$318K 0.04% 803
2023
Q2
Sell
-19,019
Closed -$529K 1581
2023
Q1
$529K Buy
+19,019
New +$529K 0.11% 258