Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,000
Closed -$105K 126
2024
Q2
$105K Buy
+3,000
New +$105K 0.28% 71
2024
Q1
Sell
-2,008
Closed -$60.4K 277
2023
Q4
$60.4K Sell
2,008
-1,822
-48% -$54.8K 0.12% 130
2023
Q3
$98.4K Buy
3,830
+2,479
+183% +$63.7K 0.05% 92
2023
Q2
$41.5K Buy
+1,351
New +$41.5K 0.03% 234