Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$340K Buy
657
+15
+2% +$7.77K 0.04% 162
2024
Q2
$357K Buy
642
+236
+58% +$131K 0.04% 150
2024
Q1
$205K Buy
+406
New +$205K 0.03% 172
2021
Q1
Sell
-136
Closed -$67K 97
2020
Q4
$67K Buy
+136
New +$67K 0.06% 163