Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,749
Closed -$204K 1464
2024
Q2
$204K Buy
2,749
+22
+0.8% +$1.63K ﹤0.01% 1132
2024
Q1
$272K Buy
2,727
+6
+0.2% +$599 ﹤0.01% 930
2023
Q4
$225K Buy
+2,721
New +$225K ﹤0.01% 788