Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-670
Closed -$167K 672
2024
Q2
$167K Buy
+670
New +$167K 0.04% 195
2024
Q1
Sell
-1,895
Closed -$775K 624
2023
Q4
$775K Sell
1,895
-53
-3% -$21.7K 0.23% 137
2023
Q3
$674K Buy
+1,948
New +$674K 0.22% 133