Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,384
Closed -$230K 286
2024
Q2
$230K Sell
6,384
-1,015
-14% -$36.6K ﹤0.01% 264
2024
Q1
$279K Sell
7,399
-2,564
-26% -$96.6K ﹤0.01% 259
2023
Q4
$362K Buy
9,963
+1,015
+11% +$36.9K ﹤0.01% 241
2023
Q3
$346K Buy
8,948
+2,190
+32% +$84.8K ﹤0.01% 239
2023
Q2
$238K Buy
6,758
+1,041
+18% +$36.7K ﹤0.01% 263
2023
Q1
$217K Buy
+5,717
New +$217K ﹤0.01% 268