Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-380
Closed -$211K 285
2024
Q2
$211K Buy
+380
New +$211K 0.12% 135
2024
Q1
Sell
-381
Closed -$227K 271
2023
Q4
$227K Sell
381
-43
-10% -$25.7K 0.14% 123
2023
Q3
$216K Sell
424
-23
-5% -$11.7K 0.16% 113
2023
Q2
$219K Buy
+447
New +$219K 0.15% 114