Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-489
Closed -$272K 69
2024
Q2
$272K Buy
489
+41
+9% +$22.8K 0.21% 45
2024
Q1
$226K Buy
448
+19
+4% +$9.59K 0.18% 53
2023
Q4
$272K Buy
+429
New +$272K 0.2% 48
2022
Q4
Sell
-51
Closed -$14K 64
2022
Q3
$14K Buy
+51
New +$14K 0.01% 186