Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,249
Closed -$208K 151
2024
Q2
$208K Sell
1,249
-292
-19% -$48.7K 0.22% 125
2024
Q1
$270K Buy
1,541
+109
+8% +$19.1K 0.29% 100
2023
Q4
$243K Buy
+1,432
New +$243K 0.3% 95