Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,528
Closed -$216K 339
2024
Q2
$216K Buy
6,528
+15
+0.2% +$496 0.03% 296
2024
Q1
$217K Sell
6,513
-540
-8% -$18K 0.03% 295
2023
Q4
$250K Buy
+7,053
New +$250K 0.04% 269