Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,037
Closed -$107K 643
2024
Q2
$107K Sell
13,037
-66
-0.5% -$542 ﹤0.01% 710
2024
Q1
$158K Buy
13,103
+184
+1% +$2.22K ﹤0.01% 791
2023
Q4
$142K Buy
12,919
+13
+0.1% +$143 ﹤0.01% 808
2023
Q3
$127K Buy
+12,906
New +$127K ﹤0.01% 788