Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-325
Closed -$332K 234
2024
Q2
$332K Sell
325
-13
-4% -$13.3K 0.03% 208
2024
Q1
$328K Buy
+338
New +$328K 0.03% 197
2023
Q4
Sell
-358
Closed -$211K 213
2023
Q3
$211K Buy
+358
New +$211K 0.02% 239