Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,292
Closed -$284K 47
2024
Q2
$284K Buy
2,292
+159
+7% +$19.7K 0.01% 40
2024
Q1
$281K Sell
2,133
-740
-26% -$97.5K 0.01% 38
2023
Q4
$313K Buy
+2,873
New +$313K 0.01% 27