Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-659
Closed -$313K 247
2024
Q2
$313K Buy
659
+35
+6% +$16.6K 0.07% 168
2024
Q1
$365K Buy
624
+123
+25% +$72K 0.08% 143
2023
Q4
$220K Buy
+501
New +$220K 0.06% 159