Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,523
Closed -$467K 1023
2024
Q2
$467K Sell
4,523
-127
-3% -$13.1K 0.02% 584
2024
Q1
$441K Buy
4,650
+373
+9% +$35.4K 0.02% 573
2023
Q4
$462K Buy
4,277
+230
+6% +$24.9K 0.03% 556
2023
Q3
$376K Buy
4,047
+48
+1% +$4.46K 0.03% 529
2023
Q2
$393K Buy
+3,999
New +$393K 0.04% 498