Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,198
Closed -$297K 108
2024
Q2
$297K Buy
5,198
+846
+19% +$48.3K 0.17% 75
2024
Q1
$251K Buy
4,352
+393
+10% +$22.7K 0.15% 71
2023
Q4
$270K Buy
3,959
+317
+9% +$21.7K 0.15% 60
2023
Q3
$207K Buy
+3,642
New +$207K 0.13% 79