Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-873
Closed -$202K 129
2024
Q2
$202K Buy
+873
New +$202K 0.04% 121
2024
Q1
Sell
-938
Closed -$243K 127
2023
Q4
$243K Sell
938
-535
-36% -$138K 0.05% 104
2023
Q3
$379K Hold
1,473
0.08% 76
2023
Q2
$420K Hold
1,473
0.09% 77
2023
Q1
$410K Buy
+1,473
New +$410K 0.1% 78