Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$441K Buy
851
+155
+22% +$80.3K 0.11% 106
2024
Q2
$387K Buy
696
+129
+23% +$71.7K 0.11% 111
2024
Q1
$286K Sell
567
-23
-4% -$11.6K 0.08% 128
2023
Q4
$352K Sell
590
-2
-0.3% -$1.19K 0.11% 114
2023
Q3
$302K Buy
592
+26
+5% +$13.3K 0.11% 110
2023
Q2
$277K Buy
+566
New +$277K 0.1% 119