Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,277
Closed -$227K 207
2024
Q2
$227K Sell
6,277
-408
-6% -$14.7K 0.05% 177
2024
Q1
$252K Buy
6,685
+446
+7% +$16.8K 0.07% 160
2023
Q4
$240K Sell
6,239
-548
-8% -$21.1K 0.07% 150
2023
Q3
$263K Buy
6,787
+966
+17% +$37.4K 0.1% 132
2023
Q2
$205K Buy
+5,821
New +$205K 0.07% 177