Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,156
Closed -$82.3K 1087
2024
Q2
$82.3K Buy
+11,156
New +$82.3K ﹤0.01% 1078
2024
Q1
Sell
-10,872
Closed -$92.7K 1083
2023
Q4
$92.7K Buy
+10,872
New +$92.7K ﹤0.01% 1022
2023
Q3
Sell
-10,981
Closed -$101K 1014
2023
Q2
$101K Sell
10,981
-1,548
-12% -$14.3K ﹤0.01% 942
2023
Q1
$115K Sell
12,529
-1,505
-11% -$13.9K ﹤0.01% 920
2022
Q4
$117K Buy
+14,034
New +$117K 0.01% 865