Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,534
Closed -$402K 398
2024
Q2
$402K Buy
8,534
+1,224
+17% +$57.7K ﹤0.01% 200
2024
Q1
$430K Buy
+7,310
New +$430K 0.01% 195
2023
Q4
Sell
-5,080
Closed -$254K 362
2023
Q3
$254K Buy
5,080
+560
+12% +$28K 0.01% 257
2023
Q2
$232K Buy
+4,520
New +$232K 0.01% 244
2023
Q1
Sell
-4,624
Closed -$245K 534
2022
Q4
$245K Buy
+4,624
New +$245K ﹤0.01% 387
2021
Q3
Sell
-7,592
Closed -$351K 613
2021
Q2
$351K Buy
+7,592
New +$351K 0.01% 230