Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,984
Closed -$202K 294
2024
Q2
$202K Sell
3,984
-1,592
-29% -$80.7K 0.01% 282
2024
Q1
$323K Hold
5,576
0.01% 267
2023
Q4
$312K Buy
+5,576
New +$312K 0.01% 259