Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$222K Sell
1,597
-171
-10% -$23.8K 0.02% 347
2024
Q2
$208K Sell
1,768
-33
-2% -$3.88K 0.02% 359
2024
Q1
$235K Buy
1,801
+26
+1% +$3.39K 0.02% 335
2023
Q4
$221K Buy
+1,775
New +$221K 0.02% 340