Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$282K Sell
1,276
-115
-8% -$25.4K 0.22% 43
2024
Q2
$241K Buy
1,391
+117
+9% +$20.2K 0.17% 47
2024
Q1
$243K Buy
1,274
+1
+0.1% +$191 0.18% 42
2023
Q4
$208K Buy
+1,273
New +$208K 0.16% 42