Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$439K Sell
3,616
-214
-6% -$26K 0.16% 70
2024
Q2
$473K Sell
3,830
-1,110
-22% -$137K 0.19% 63
2024
Q1
$446K Sell
4,940
-750
-13% -$67.8K 0.18% 66
2023
Q4
$282K Sell
5,690
-510
-8% -$25.3K 0.12% 95
2023
Q3
$270K Sell
6,200
-240
-4% -$10.4K 0.13% 89
2023
Q2
$272K Buy
+6,440
New +$272K 0.11% 98