Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$263K Buy
816
+4
+0.5% +$1.29K 0.13% 84
2024
Q2
$254K Buy
812
+7
+0.9% +$2.19K 0.13% 86
2024
Q1
$229K Sell
805
-143
-15% -$40.7K 0.11% 95
2023
Q4
$273K Sell
948
-99
-9% -$28.5K 0.14% 92
2023
Q3
$281K Buy
+1,047
New +$281K 0.1% 123
2021
Q1
Sell
-924
Closed -$213K 75
2020
Q4
$213K Buy
+924
New +$213K 0.1% 76