Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-109,888
Closed -$798K 1851
2024
Q2
$798K Buy
109,888
+77,426
+239% +$562K 0.04% 596
2024
Q1
$265K Buy
+32,462
New +$265K 0.02% 1013
2023
Q4
Sell
-12,598
Closed -$63.1K 1687
2023
Q3
$63.1K Buy
+12,598
New +$63.1K 0.01% 989