Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,450
Closed -$307K 228
2024
Q2
$307K Buy
3,450
+95
+3% +$8.46K 0.03% 217
2024
Q1
$279K Buy
+3,355
New +$279K 0.03% 219
2023
Q4
Sell
-3,421
Closed -$264K 210
2023
Q3
$264K Buy
+3,421
New +$264K 0.03% 211