Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,425
Closed -$245K 186
2024
Q2
$245K Sell
1,425
-1,120
-44% -$193K 0.07% 113
2024
Q1
$483K Buy
2,545
+932
+58% +$177K 0.11% 89
2023
Q4
$289K Buy
1,613
+261
+19% +$46.7K 0.06% 202
2023
Q3
$218K Buy
+1,352
New +$218K 0.03% 267