Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,314
Closed -$459K 287
2024
Q2
$459K Buy
6,314
+2,071
+49% +$151K 0.04% 168
2024
Q1
$327K Buy
+4,243
New +$327K 0.03% 198
2023
Q4
Sell
-7,193
Closed -$331K 258
2023
Q3
$331K Buy
+7,193
New +$331K 0.03% 185