Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,621
Closed -$230K 466
2024
Q2
$230K Buy
+1,621
New +$230K 0.02% 400
2024
Q1
Sell
-3,162
Closed -$410K 451
2023
Q4
$410K Buy
3,162
+1,487
+89% +$193K 0.02% 441
2023
Q3
$273K Buy
+1,675
New +$273K 0.03% 293