Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-947
Closed -$245K 334
2023
Q4
$245K Buy
947
+32
+3% +$8.28K 0.02% 279
2023
Q3
$233K Buy
915
+18
+2% +$4.59K 0.03% 226
2023
Q2
$253K Buy
+897
New +$253K 0.03% 222
2021
Q3
Sell
-642
Closed -$222K 396
2021
Q2
$222K Buy
+642
New +$222K 0.05% 292