Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$289K Sell
896
-20
-2% -$6.45K 0.03% 180
2024
Q2
$286K Sell
916
-475
-34% -$148K 0.03% 174
2024
Q1
$396K Buy
1,391
+203
+17% +$57.7K 0.05% 99
2023
Q4
$342K Buy
1,188
+6
+0.5% +$1.73K 0.07% 100
2023
Q3
$318K Buy
1,182
+21
+2% +$5.65K 0.08% 98
2023
Q2
$258K Buy
+1,161
New +$258K 0.07% 119
2021
Q1
Sell
-611
Closed -$155K 105
2020
Q4
$155K Buy
+611
New +$155K 0.13% 99