Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$632K Sell
816
-419
-34% -$324K 0.06% 84
2024
Q2
$1.02M Sell
1,235
-667
-35% -$550K 0.1% 61
2024
Q1
$1.33M Sell
1,902
-179
-9% -$125K 0.14% 61
2023
Q4
$1.21M Sell
2,081
-282
-12% -$164K 0.14% 62
2023
Q3
$1.08M Buy
2,363
+619
+35% +$284K 0.15% 61
2023
Q2
$846K Buy
+1,744
New +$846K 0.12% 65