Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,939
Closed -$369K 1008
2024
Q2
$369K Sell
3,939
-22
-0.6% -$2.06K ﹤0.01% 684
2024
Q1
$367K Buy
3,961
+669
+20% +$62K ﹤0.01% 724
2023
Q4
$254K Sell
3,292
-188
-5% -$14.5K ﹤0.01% 928
2023
Q3
$336K Buy
+3,480
New +$336K ﹤0.01% 712