Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,943
Closed -$263K 88
2024
Q2
$263K Buy
2,943
+601
+26% +$53.7K 0.12% 76
2024
Q1
$201K Sell
2,342
-88
-4% -$7.56K 0.11% 81
2023
Q4
$200K Buy
+2,430
New +$200K 0.12% 77