Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$271K Sell
2,976
-257
-8% -$23.4K 0.03% 188
2024
Q2
$264K Buy
3,233
+153
+5% +$12.5K 0.03% 186
2024
Q1
$247K Buy
3,080
+25
+0.8% +$2K 0.03% 143
2023
Q4
$214K Buy
+3,055
New +$214K 0.05% 147