Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,537
Closed -$304K 101
2024
Q2
$304K Sell
1,537
-106
-6% -$21K 0.16% 85
2024
Q1
$289K Buy
1,643
+322
+24% +$56.6K 0.17% 83
2023
Q4
$328K Buy
1,321
+240
+22% +$59.6K 0.21% 74
2023
Q3
$270K Buy
1,081
+23
+2% +$5.76K 0.22% 70
2023
Q2
$277K Sell
1,058
-56
-5% -$14.7K 0.22% 67
2023
Q1
$231K Buy
1,114
+76
+7% +$15.8K 0.2% 71
2022
Q4
$128K Buy
+1,038
New +$128K 0.12% 78