Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,189
Closed -$356K 228
2024
Q2
$356K Buy
+7,189
New +$356K 0.08% 155
2023
Q3
Sell
-6,290
Closed -$339K 262
2023
Q2
$339K Buy
6,290
+175
+3% +$9.43K 0.08% 199
2023
Q1
$334K Buy
+6,115
New +$334K 0.09% 197
2020
Q4
Sell
-2,501
Closed -$1.61K 403
2020
Q3
$1.61K Buy
+2,501
New +$1.61K 0.03% 203