Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,027
Closed -$231K 188
2024
Q2
$231K Sell
8,027
-247
-3% -$7.12K 0.12% 141
2024
Q1
$229K Buy
8,274
+483
+6% +$13.4K 0.13% 138
2023
Q4
$207K Buy
+7,791
New +$207K 0.13% 147