Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,318
Closed -$234K 102
2024
Q2
$234K Buy
3,318
+180
+6% +$12.7K 0.16% 73
2024
Q1
$250K Buy
3,138
+685
+28% +$54.6K 0.19% 59
2023
Q4
$220K Hold
2,453
0.18% 57
2023
Q3
$242K Buy
+2,453
New +$242K 0.22% 56
2023
Q2
Sell
-1,918
Closed -$215K 64
2023
Q1
$215K Buy
+1,918
New +$215K 0.2% 63