Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-27,562
Closed -$462K 2912
2024
Q2
$462K Buy
27,562
+82
+0.3% +$1.37K ﹤0.01% 2259
2024
Q1
$319K Buy
27,480
+19,309
+236% +$224K ﹤0.01% 2434
2023
Q4
$135K Sell
8,171
-17
-0.2% -$281 ﹤0.01% 2421
2023
Q3
$185K Buy
8,188
+11
+0.1% +$249 ﹤0.01% 2329
2023
Q2
$262K Buy
+8,177
New +$262K ﹤0.01% 2266