Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-650
Closed -$250K 285
2024
Q2
$250K Buy
650
+17
+3% +$6.55K 0.01% 273
2024
Q1
$279K Buy
+633
New +$279K 0.01% 275
2023
Q3
Sell
-1,542
Closed -$410K 279
2023
Q2
$410K Buy
+1,542
New +$410K 0.02% 266