Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,347
Closed -$345K 761
2024
Q2
$345K Buy
3,347
+33
+1% +$3.4K 0.01% 565
2024
Q1
$411K Buy
3,314
+417
+14% +$51.7K 0.01% 541
2023
Q4
$283K Buy
2,897
+415
+17% +$40.5K 0.01% 566
2023
Q3
$211K Buy
+2,482
New +$211K 0.01% 590