Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-25,912
Closed -$142K 1423
2024
Q2
$142K Buy
25,912
+1,212
+5% +$6.64K ﹤0.01% 1332
2024
Q1
$167K Buy
24,700
+2,444
+11% +$16.5K ﹤0.01% 1331
2023
Q4
$136K Sell
22,256
-2
-0% -$12 ﹤0.01% 1316
2023
Q3
$160K Buy
+22,258
New +$160K ﹤0.01% 1226
2023
Q1
Sell
-12,687
Closed -$163K 976
2022
Q4
$163K Buy
12,687
+962
+8% +$12.4K ﹤0.01% 1157
2022
Q3
$108K Buy
+11,725
New +$108K ﹤0.01% 1090