Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-61,831
Closed -$414K 1837
2024
Q2
$414K Buy
61,831
+2,642
+4% +$17.7K 0.01% 1376
2024
Q1
$457K Buy
59,189
+1,398
+2% +$10.8K 0.01% 1199
2023
Q4
$490K Buy
+57,791
New +$490K 0.01% 934