Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-701
Closed -$301K 221
2024
Q2
$301K Buy
701
+45
+7% +$19.4K 0.06% 179
2024
Q1
$258K Buy
656
+199
+44% +$78.4K 0.06% 188
2023
Q4
$174K Buy
457
+40
+10% +$15.2K 0.05% 204
2023
Q3
$205K Buy
+417
New +$205K 0.07% 187