Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$202K Sell
1,015
-286
-22% -$56.8K 0.51% 137
2024
Q2
$252K Sell
1,301
-102
-7% -$19.8K 0.64% 78
2024
Q1
$306K Buy
1,403
+38
+3% +$8.3K 0.77% 32
2023
Q4
$264K Buy
+1,365
New +$264K 0.65% 76