Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$291K Sell
903
-42
-4% -$13.5K 0.11% 145
2024
Q2
$295K Buy
945
+131
+16% +$40.9K 0.15% 124
2024
Q1
$231K Buy
814
+72
+10% +$20.5K 0.13% 137
2023
Q4
$214K Buy
+742
New +$214K 0.13% 139