Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,276
Closed -$229K 1354
2024
Q2
$229K Buy
7,276
+6,804
+1,442% +$214K 0.03% 395
2024
Q1
$13.9K Sell
472
-16,937
-97% -$497K 0.03% 256
2023
Q4
$381K Buy
17,409
+2,440
+16% +$53.5K 0.06% 207
2023
Q3
$385K Buy
14,969
+135
+0.9% +$3.48K 0.11% 186
2023
Q2
$388K Buy
+14,834
New +$388K 0.06% 263