Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,339
Closed -$254K 1073
2024
Q2
$254K Sell
2,339
-8
-0.3% -$870 ﹤0.01% 927
2024
Q1
$314K Sell
2,347
-622
-21% -$83.3K ﹤0.01% 895
2023
Q4
$378K Sell
2,969
-170
-5% -$21.7K ﹤0.01% 713
2023
Q3
$398K Sell
3,139
-741
-19% -$94K ﹤0.01% 624
2023
Q2
$419K Buy
3,880
+30
+0.8% +$3.24K ﹤0.01% 653
2023
Q1
$339K Buy
+3,850
New +$339K ﹤0.01% 718