Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$290K Sell
1,470
-2,904
-66% -$573K 0.04% 78
2024
Q2
$750K Buy
+4,374
New +$750K 0.13% 57
2024
Q1
Sell
-1,546
Closed -$240K 98
2023
Q4
$240K Buy
+1,546
New +$240K 0.08% 91