Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,926
Closed -$312K 2334
2024
Q2
$312K Buy
8,926
+2,585
+41% +$90.4K 0.03% 933
2024
Q1
$203K Sell
6,341
-7,340
-54% -$235K 0.03% 1166
2023
Q4
$353K Buy
+13,681
New +$353K 0.08% 498
2023
Q1
Sell
-16,459
Closed -$408K 1471
2022
Q4
$408K Buy
+16,459
New +$408K 0.09% 399