Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$257K Hold
1,693
0.07% 144
2024
Q2
$308K Buy
1,693
+36
+2% +$6.55K 0.08% 121
2024
Q1
$320K Hold
1,657
0.09% 122
2023
Q4
$432K Buy
+1,657
New +$432K 0.14% 99
2023
Q3
Sell
-1,001
Closed -$211K 150
2023
Q2
$211K Sell
1,001
-250
-20% -$52.8K 0.07% 149
2023
Q1
$266K Hold
1,251
0.1% 125
2022
Q4
$238K Buy
+1,251
New +$238K 0.1% 139