Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$319K Sell
2,032
-448
-18% -$70.2K 0.8% 17
2024
Q2
$346K Sell
2,480
-247
-9% -$34.5K 0.89% 11
2024
Q1
$324K Sell
2,727
-278
-9% -$33K 0.81% 21
2023
Q4
$319K Sell
3,005
-125
-4% -$13.3K 0.79% 17
2023
Q3
$233K Buy
3,130
+200
+7% +$14.9K 0.65% 97
2023
Q2
$220K Buy
+2,930
New +$220K 0.58% 119