Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-674
Closed -$43K 862
2024
Q2
$43K Sell
674
-465
-41% -$29.7K 0.01% 378
2024
Q1
$107K Buy
1,139
+185
+19% +$17.4K 0.04% 307
2023
Q4
$70.1K Sell
954
-134
-12% -$9.85K 0.03% 367
2023
Q3
$67.8K Sell
1,088
-59
-5% -$3.68K 0.02% 422
2023
Q2
$84.8K Buy
+1,147
New +$84.8K 0.02% 390