Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,377
Closed -$252K 381
2024
Q2
$252K Sell
4,377
-73
-2% -$4.2K 0.02% 350
2024
Q1
$307K Sell
4,450
-511
-10% -$35.3K 0.02% 325
2023
Q4
$325K Sell
4,961
-160
-3% -$10.5K 0.02% 313
2023
Q3
$342K Buy
+5,121
New +$342K 0.03% 307