Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,182
Closed -$282K 233
2024
Q2
$282K Buy
4,182
+100
+2% +$6.74K 0.03% 187
2024
Q1
$235K Sell
4,082
-10
-0.2% -$577 0.03% 208
2023
Q4
$203K Buy
+4,092
New +$203K 0.02% 210