Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,820
Closed -$12.5K 1815
2024
Q2
$12.5K Sell
1,820
-135,940
-99% -$933K ﹤0.01% 1225
2024
Q1
$1.42M Buy
137,760
+68,110
+98% +$700K 0.03% 327
2023
Q4
$577K Buy
+69,650
New +$577K 0.01% 463