Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-48,828
Closed -$161K 184
2024
Q2
$161K Sell
48,828
-707
-1% -$2.33K 0.02% 179
2024
Q1
$182K Sell
49,535
-2,114
-4% -$7.79K 0.02% 177
2023
Q4
$209K Sell
51,649
-396
-0.8% -$1.6K 0.03% 172
2023
Q3
$207K Sell
52,045
-305
-0.6% -$1.21K 0.03% 182
2023
Q2
$228K Hold
52,350
0.03% 188
2023
Q1
$215K Buy
+52,350
New +$215K 0.03% 183