Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,453
Closed -$367K 388
2024
Q2
$367K Buy
3,453
+1,296
+60% +$138K 0.09% 103
2024
Q1
$263K Buy
+2,157
New +$263K 0.06% 118
2022
Q2
Sell
-547
Closed -$24K 334
2022
Q1
$24K Buy
+547
New +$24K 0.02% 167