Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,303
Closed -$242K 96
2024
Q2
$242K Buy
3,303
+15
+0.5% +$1.1K 0.09% 87
2024
Q1
$236K Sell
3,288
-3
-0.1% -$215 0.09% 85
2023
Q4
$217K Buy
3,291
+33
+1% +$2.17K 0.09% 79
2023
Q3
$210K Buy
+3,258
New +$210K 0.1% 70