Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-244
Closed -$201K 124
2024
Q2
$201K Sell
244
-1,012
-81% -$834K 0.04% 104
2024
Q1
$878K Buy
1,256
+234
+23% +$163K 0.3% 38
2023
Q4
$594K Buy
+1,022
New +$594K 0.19% 47