Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$302K Sell
634
-49
-7% -$23.4K 0.76% 29
2024
Q2
$300K Buy
683
+7
+1% +$3.07K 0.77% 35
2024
Q1
$314K Sell
676
-86
-11% -$39.9K 0.79% 26
2023
Q4
$313K Sell
762
-86
-10% -$35.3K 0.77% 22
2023
Q3
$316K Buy
848
+170
+25% +$63.3K 0.87% 20
2023
Q2
$258K Buy
+678
New +$258K 0.68% 81
2019
Q1
Sell
-647
Closed -$101K 480
2018
Q4
$101K Buy
+647
New +$101K 0.02% 304