Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,715
Closed -$195K 1896
2024
Q2
$195K Sell
4,715
-2,828
-37% -$117K 0.03% 574
2024
Q1
$337K Buy
7,543
+2,815
+60% +$126K 0.06% 295
2023
Q4
$204K Buy
+4,728
New +$204K 0.04% 534
2023
Q3
Sell
-1,061
Closed -$31K 1820
2023
Q2
$31K Buy
+1,061
New +$31K 0.01% 1285