Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,069
Closed -$461K 224
2024
Q2
$461K Buy
9,069
+202
+2% +$10.3K 0.15% 118
2024
Q1
$482K Buy
8,867
+4,169
+89% +$227K 0.16% 118
2023
Q4
$265K Buy
+4,698
New +$265K 0.09% 149
2018
Q4
Sell
-3,622
Closed -$209K 121
2018
Q3
$209K Buy
+3,622
New +$209K 0.11% 156