Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$319K Buy
729
+69
+10% +$30.2K 0.01% 1002
2024
Q2
$313K Buy
660
+121
+22% +$57.4K 0.01% 960
2024
Q1
$315K Sell
539
-9
-2% -$5.27K 0.01% 942
2023
Q4
$240K Buy
548
+9
+2% +$3.94K 0.01% 1055
2023
Q3
$215K Sell
539
-197
-27% -$78.5K 0.01% 1047
2023
Q2
$252K Buy
+736
New +$252K 0.01% 982