Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$202K Sell
2,159
-27
-1% -$2.52K 0.51% 136
2024
Q2
$234K Sell
2,186
-17
-0.8% -$1.82K 0.6% 102
2024
Q1
$265K Buy
2,203
+45
+2% +$5.42K 0.67% 64
2023
Q4
$238K Buy
+2,158
New +$238K 0.59% 103