Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$151K Buy
+38,707
New +$151K 0.64% 57
2024
Q2
Sell
-14,968
Closed -$62.7K 87
2024
Q1
$62.7K Sell
14,968
-32
-0.2% -$134 0.17% 76
2023
Q4
$70.5K Buy
+15,000
New +$70.5K 0.09% 223