Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,317
Closed -$278K 478
2024
Q2
$278K Buy
+1,317
New +$278K 0.01% 410
2023
Q2
Sell
-1,111
Closed -$221K 462
2023
Q1
$221K Buy
1,111
+8
+0.7% +$1.59K 0.01% 421
2022
Q4
$226K Buy
+1,103
New +$226K 0.01% 409