Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,252
Closed -$261K 51
2024
Q2
$261K Buy
2,252
+8
+0.4% +$928 0.01% 47
2024
Q1
$258K Sell
2,244
-118
-5% -$13.6K 0.01% 48
2023
Q4
$266K Buy
+2,362
New +$266K 0.01% 39