Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$234K Buy
+1,288
New +$234K 0.59% 114
2023
Q1
Sell
-2,530
Closed -$253K 182
2022
Q4
$253K Sell
2,530
-577
-19% -$57.6K 0.38% 157
2022
Q3
$253K Sell
3,107
-608
-16% -$49.5K 0.32% 171
2022
Q2
$305K Buy
+3,715
New +$305K 0.21% 204