Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,343
Closed -$224K 712
2024
Q2
$224K Buy
1,343
+119
+10% +$19.8K 0.01% 666
2024
Q1
$224K Buy
+1,224
New +$224K 0.01% 663
2023
Q3
Sell
-1,238
Closed -$200K 643
2023
Q2
$200K Buy
+1,238
New +$200K 0.02% 627