Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-544
Closed -$258K 892
2024
Q2
$258K Sell
544
-21
-4% -$9.96K ﹤0.01% 762
2024
Q1
$331K Buy
565
+4
+0.7% +$2.34K ﹤0.01% 674
2023
Q4
$246K Buy
561
+12
+2% +$5.26K ﹤0.01% 710
2023
Q3
$219K Buy
+549
New +$219K ﹤0.01% 710
2023
Q2
Sell
-18,504
Closed -$5.03M 841
2023
Q1
$5.03M Buy
+18,504
New +$5.03M 0.05% 367