Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,929
Closed -$295K 490
2024
Q2
$295K Buy
13,929
+2,515
+22% +$53.3K 0.02% 385
2024
Q1
$292K Buy
11,414
+423
+4% +$10.8K 0.02% 371
2023
Q4
$251K Sell
10,991
-12,108
-52% -$276K 0.02% 382
2023
Q3
$487K Buy
23,099
+1,085
+5% +$22.9K 0.05% 240
2023
Q2
$452K Buy
+22,014
New +$452K 0.04% 236