Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,725
Closed -$125K 1348
2024
Q2
$125K Sell
17,725
-23,650
-57% -$166K ﹤0.01% 1296
2024
Q1
$616K Buy
41,375
+29,000
+234% +$432K 0.02% 698
2023
Q4
$153K Sell
12,375
-29,000
-70% -$359K ﹤0.01% 1291
2023
Q3
$616K Buy
+41,375
New +$616K 0.02% 698