Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-32,999
Closed -$548K 719
2024
Q2
$548K Hold
32,999
0.02% 436
2024
Q1
$379K Buy
32,999
+1,500
+5% +$17.2K 0.01% 518
2023
Q4
$533K Buy
31,499
+1,000
+3% +$16.9K 0.02% 441
2023
Q3
$272K Sell
30,499
-500
-2% -$4.46K 0.01% 541
2023
Q2
$367K Buy
+30,999
New +$367K 0.02% 493
2023
Q1
Sell
-500
Closed -$4.48K 1389
2022
Q4
$4.48K Buy
+500
New +$4.48K ﹤0.01% 1405