Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$288K Sell
3,830
-3,995
-51% -$300K 0.04% 80
2024
Q2
$569K Sell
7,825
-5,106
-39% -$371K 0.1% 67
2024
Q1
$996K Sell
12,931
-3,221
-20% -$248K 0.34% 31
2023
Q4
$994K Buy
+16,152
New +$994K 0.32% 32