Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-785
Closed -$246K 545
2024
Q2
$246K Sell
785
-429
-35% -$135K 0.13% 265
2024
Q1
$380K Buy
+1,214
New +$380K 0.14% 202
2023
Q3
Sell
-1,994
Closed -$401K 451
2023
Q2
$401K Buy
+1,994
New +$401K 0.19% 147
2022
Q3
Sell
-1,949
Closed -$246K 297
2022
Q2
$246K Buy
+1,949
New +$246K 0.23% 180