Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,000
Closed -$477K 44
2024
Q2
$477K Sell
13,000
-16,500
-56% -$605K 0.01% 102
2024
Q1
$1.01M Buy
29,500
+12,000
+69% +$412K 0.03% 90
2023
Q4
$665K Buy
17,500
+7,500
+75% +$285K 0.02% 72
2023
Q3
$335K Buy
+10,000
New +$335K 0.01% 87