Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,708
Closed -$512K 119
2024
Q2
$512K Buy
1,708
+102
+6% +$30.6K 0.09% 70
2024
Q1
$465K Sell
1,606
-98
-6% -$28.4K 0.16% 63
2023
Q4
$431K Buy
+1,704
New +$431K 0.14% 55