Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-686
Closed -$206K 84
2024
Q2
$206K Sell
686
-48
-7% -$14.4K 0.17% 80
2024
Q1
$213K Buy
+734
New +$213K 0.18% 74
2023
Q4
Sell
-787
Closed -$209K 83
2023
Q3
$209K Buy
+787
New +$209K 0.15% 104