Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-21,989
Closed -$276K 73
2024
Q2
$276K Buy
+21,989
New +$276K 0.09% 53
2023
Q3
Sell
-10,904
Closed -$165K 55
2023
Q2
$165K Sell
10,904
-159
-1% -$2.41K 0.06% 56
2023
Q1
$131K Buy
11,063
+15
+0.1% +$177 0.05% 57
2022
Q4
$128K Buy
11,048
+3
+0% +$35 0.06% 61
2022
Q3
$124K Buy
11,045
+2
+0% +$22 0.06% 49
2022
Q2
$123K Buy
+11,043
New +$123K 0.05% 49