Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,260
Closed -$170K 49
2024
Q2
$170K Sell
10,260
-1,339
-12% -$22.2K 0.18% 41
2024
Q1
$133K Sell
11,599
-2,477
-18% -$28.4K 0.15% 41
2023
Q4
$238K Sell
14,076
-3,958
-22% -$67K 0.29% 34
2023
Q3
$161K Buy
18,034
+823
+5% +$7.33K 0.22% 35
2023
Q2
$204K Buy
17,211
+3,849
+29% +$45.6K 0.28% 34
2023
Q1
$150K Buy
+13,362
New +$150K 0.21% 34