Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,218
Closed -$275K 136
2024
Q2
$275K Sell
2,218
-74
-3% -$9.16K 0.22% 102
2024
Q1
$302K Buy
2,292
+106
+5% +$14K 0.27% 89
2023
Q4
$238K Buy
+2,186
New +$238K 0.24% 90