Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,686
Closed -$292K 222
2024
Q2
$292K Buy
3,686
+250
+7% +$19.8K 0.06% 175
2024
Q1
$288K Buy
3,436
+735
+27% +$61.6K 0.06% 177
2023
Q4
$233K Sell
2,701
-78
-3% -$6.72K 0.06% 154
2023
Q3
$220K Buy
+2,779
New +$220K 0.06% 147