Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$217K Buy
+829
New +$217K 0.08% 115
2022
Q2
Sell
-1,215
Closed -$436K 122
2022
Q1
$436K Sell
1,215
-63
-5% -$22.6K 0.19% 66
2021
Q4
$450K Buy
1,278
+312
+32% +$110K 0.21% 67
2021
Q3
$250K Buy
+966
New +$250K 0.14% 105