Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,312
Closed -$228K 162
2024
Q2
$228K Sell
7,312
-4,950
-40% -$155K ﹤0.01% 149
2024
Q1
$542K Sell
12,262
-29,387
-71% -$1.3M 0.01% 131
2023
Q4
$2.1M Sell
41,649
-686
-2% -$34.6K 0.03% 88
2023
Q3
$1.51M Buy
42,335
+3,151
+8% +$112K 0.03% 96
2023
Q2
$1.31M Buy
39,184
+22,148
+130% +$740K 0.03% 95
2023
Q1
$559K Buy
+17,036
New +$559K 0.01% 124