Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,021
Closed -$1.01M 54
2024
Q2
$1.01M Buy
4,021
+2,021
+101% +$505K 0.03% 88
2024
Q1
$717K Buy
2,000
+1,000
+100% +$359K 0.02% 97
2023
Q4
$409K Buy
+1,000
New +$409K 0.01% 82