Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,876
Closed -$308K 1294
2024
Q2
$308K Buy
2,876
+37
+1% +$3.96K ﹤0.01% 994
2024
Q1
$342K Buy
2,839
+46
+2% +$5.54K 0.01% 957
2023
Q4
$308K Buy
2,793
+705
+34% +$77.7K 0.01% 928
2023
Q3
$201K Buy
+2,088
New +$201K ﹤0.01% 1039