Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,879
Closed -$213K 42
2024
Q2
$213K Sell
4,879
-1,127
-19% -$49.2K 0.17% 35
2024
Q1
$261K Buy
6,006
+27
+0.5% +$1.17K 0.22% 32
2023
Q4
$249K Buy
5,979
+31
+0.5% +$1.29K 0.13% 89
2023
Q3
$210K Buy
+5,948
New +$210K 0.12% 96