Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$419K Sell
472
-37
-7% -$32.8K 0.85% 37
2024
Q2
$433K Sell
509
-49
-9% -$41.7K 0.94% 31
2024
Q1
$277K Buy
558
+33
+6% +$16.4K 0.32% 33
2023
Q4
$347K Buy
+525
New +$347K 0.8% 33