Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$232K Sell
1,960
-1,385
-41% -$164K 0.06% 96
2024
Q2
$288K Buy
+3,345
New +$288K 0.08% 74
2023
Q1
Sell
-10,068
Closed -$234K 110
2022
Q4
$234K Buy
10,068
+150
+2% +$3.48K 0.1% 77
2022
Q3
$208K Buy
+9,918
New +$208K 0.09% 81