Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,692
Closed -$105K 171
2024
Q2
$105K Sell
10,692
-4,011
-27% -$39.2K 0.07% 159
2024
Q1
$140K Buy
14,703
+738
+5% +$7.02K 0.16% 130
2023
Q4
$135K Buy
+13,965
New +$135K 0.17% 126