Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,623
Closed -$205K 299
2024
Q1
$205K Sell
2,623
-7,877
-75% -$616K 0.01% 286
2023
Q4
$726K Buy
10,500
+6,289
+149% +$435K 0.03% 215
2023
Q3
$259K Hold
4,211
0.01% 259
2023
Q2
$251K Buy
+4,211
New +$251K 0.01% 297