Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,924
Closed -$298K 281
2024
Q2
$298K Sell
3,924
-271
-6% -$20.6K 0.03% 222
2024
Q1
$301K Buy
+4,195
New +$301K 0.03% 208
2023
Q4
Sell
-4,726
Closed -$322K 253
2023
Q3
$322K Buy
+4,726
New +$322K 0.03% 189