Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,537
Closed -$201K 2587
2024
Q2
$201K Sell
6,537
-518
-7% -$15.9K ﹤0.01% 2404
2024
Q1
$224K Buy
+7,055
New +$224K ﹤0.01% 2203
2023
Q3
Sell
-10,231
Closed -$295K 2141
2023
Q2
$295K Buy
10,231
+1,471
+17% +$42.4K ﹤0.01% 1637
2023
Q1
$245K Sell
8,760
-819
-9% -$22.9K ﹤0.01% 1697
2022
Q4
$275K Buy
+9,579
New +$275K ﹤0.01% 1801