Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,119
Closed -$221K 83
2024
Q2
$221K Buy
+1,119
New +$221K 0.07% 70
2024
Q1
Sell
-1,065
Closed -$265K 80
2023
Q4
$265K Buy
1,065
+71
+7% +$17.6K 0.09% 61
2023
Q3
$249K Hold
994
0.09% 62
2023
Q2
$260K Hold
994
0.1% 60
2023
Q1
$206K Buy
+994
New +$206K 0.08% 68