Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,884
Closed -$212K 323
2024
Q2
$212K Buy
5,884
+176
+3% +$6.35K 0.06% 276
2024
Q1
$215K Buy
+5,708
New +$215K 0.06% 279
2023
Q4
Sell
-5,464
Closed -$212K 309
2023
Q3
$212K Buy
+5,464
New +$212K 0.08% 236