Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,061
Closed -$239K 456
2024
Q2
$239K Buy
2,061
+236
+13% +$27.4K 0.04% 346
2024
Q1
$210K Hold
1,825
0.04% 364
2023
Q4
$206K Buy
+1,825
New +$206K 0.04% 347
2023
Q2
Sell
-1,990
Closed -$201K 362
2023
Q1
$201K Buy
+1,990
New +$201K 0.05% 309