Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,152
Closed -$222K 694
2024
Q2
$222K Buy
6,152
+539
+10% +$19.5K 0.02% 629
2024
Q1
$211K Buy
+5,613
New +$211K 0.02% 615
2021
Q3
Sell
-11,586
Closed -$306K 502
2021
Q2
$306K Buy
+11,586
New +$306K 0.04% 388