Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,826
Closed -$312K 161
2024
Q2
$312K Buy
3,826
+15
+0.4% +$1.22K 0.18% 117
2024
Q1
$306K Sell
3,811
-2,100
-36% -$168K 0.2% 121
2023
Q4
$415K Buy
+5,911
New +$415K 0.29% 93