Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-677
Closed -$291K 1375
2024
Q2
$291K Buy
677
+5
+0.7% +$2.15K 0.01% 711
2024
Q1
$267K Sell
672
-16
-2% -$6.36K ﹤0.01% 678
2023
Q4
$262K Buy
688
+10
+1% +$3.8K 0.01% 630
2023
Q3
$318K Buy
678
+19
+3% +$8.92K 0.01% 587
2023
Q2
$257K Sell
659
-9
-1% -$3.51K 0.01% 621
2023
Q1
$249K Buy
+668
New +$249K 0.01% 641