Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,959
Closed -$361K 583
2024
Q2
$361K Buy
11,959
+169
+1% +$5.11K 0.01% 423
2024
Q1
$439K Buy
11,790
+31
+0.3% +$1.16K 0.02% 373
2023
Q4
$578K Sell
11,759
-14
-0.1% -$688 0.02% 297
2023
Q3
$250K Buy
11,773
+2
+0% +$43 0.01% 442
2023
Q2
$180K Buy
11,771
+12
+0.1% +$184 0.01% 515
2023
Q1
$133K Buy
+11,759
New +$133K 0.01% 497