Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,496
Closed -$143K 193
2024
Q2
$143K Buy
10,496
+413
+4% +$5.65K 0.01% 186
2024
Q1
$141K Buy
+10,083
New +$141K 0.01% 188
2023
Q4
Sell
-19,264
Closed -$247K 217
2023
Q3
$247K Buy
+19,264
New +$247K 0.01% 221