Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$225K Sell
1,245
-5
-0.4% -$903 ﹤0.01% 1194
2024
Q2
$227K Sell
1,250
-17
-1% -$3.09K 0.01% 1129
2024
Q1
$239K Sell
1,267
-48
-4% -$9.07K 0.01% 1097
2023
Q4
$230K Buy
+1,315
New +$230K 0.01% 1076