Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,277
Closed -$235K 40
2024
Q2
$235K Sell
2,277
-1,647
-42% -$170K 0.19% 38
2024
Q1
$306K Buy
3,924
+63
+2% +$4.91K 0.27% 38
2023
Q4
$349K Buy
+3,861
New +$349K 0.32% 29