Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,708
Closed -$270K 100
2024
Q2
$270K Buy
1,708
+1
+0.1% +$158 0.17% 71
2024
Q1
$338K Buy
1,707
+13
+0.8% +$2.57K 0.21% 62
2023
Q4
$295K Sell
1,694
-202
-11% -$35.1K 0.28% 58
2023
Q3
$296K Sell
1,896
-50
-3% -$7.82K 0.33% 55
2023
Q2
$322K Sell
1,946
-1,484
-43% -$246K 0.34% 55
2023
Q1
$470K Hold
3,430
0.51% 45
2022
Q4
$470K Buy
+3,430
New +$470K 0.51% 45