Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,296
Closed -$232K 212
2024
Q2
$232K Buy
3,296
+12
+0.4% +$845 0.11% 153
2024
Q1
$262K Buy
3,284
+16
+0.5% +$1.27K 0.13% 144
2023
Q4
$293K Buy
+3,268
New +$293K 0.18% 113