Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,162
Closed -$221K 93
2024
Q2
$221K Sell
2,162
-2,227
-51% -$228K 0.15% 71
2024
Q1
$389K Sell
4,389
-39
-0.9% -$3.46K 0.35% 36
2023
Q4
$405K Buy
+4,428
New +$405K 0.54% 22