Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$270K Buy
1,658
+1
+0.1% +$163 0.07% 139
2024
Q2
$226K Buy
1,657
+2
+0.1% +$273 0.06% 148
2024
Q1
$253K Sell
1,655
-95
-5% -$14.5K 0.07% 140
2023
Q4
$250K Sell
1,750
-39
-2% -$5.56K 0.08% 135
2023
Q3
$235K Buy
1,789
+1
+0.1% +$131 0.08% 130
2023
Q2
$284K Sell
1,788
-34
-2% -$5.41K 0.1% 115
2023
Q1
$288K Buy
1,822
+2
+0.1% +$316 0.11% 116
2022
Q4
$255K Buy
+1,820
New +$255K 0.11% 126