Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,231
Closed -$233K 728
2024
Q2
$233K Buy
7,231
+491
+7% +$15.8K 0.01% 655
2024
Q1
$251K Sell
6,740
-489
-7% -$18.2K 0.02% 637
2023
Q4
$223K Buy
+7,229
New +$223K 0.02% 617