Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$236K Sell
1,043
-24
-2% -$5.43K 0.6% 109
2024
Q2
$239K Buy
1,067
+25
+2% +$5.6K 0.61% 92
2024
Q1
$267K Buy
1,042
+161
+18% +$41.2K 0.67% 62
2023
Q4
$200K Buy
+881
New +$200K 0.5% 143