Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$295K Sell
1,495
-475
-24% -$93.8K 0.11% 142
2024
Q2
$338K Buy
1,970
+13
+0.7% +$2.23K 0.17% 107
2024
Q1
$356K Sell
1,957
-408
-17% -$74.3K 0.19% 99
2023
Q4
$367K Sell
2,365
-326
-12% -$50.5K 0.23% 97
2023
Q3
$401K Buy
2,691
+236
+10% +$35.2K 0.29% 74
2023
Q2
$331K Buy
2,455
+25
+1% +$3.37K 0.23% 100
2023
Q1
$387K Buy
+2,430
New +$387K 0.27% 80