Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,149
Closed -$421K 448
2024
Q2
$421K Sell
10,149
-1,137
-10% -$47.1K ﹤0.01% 170
2024
Q1
$504K Buy
11,286
+1,698
+18% +$75.9K 0.01% 160
2023
Q4
$414K Buy
+9,588
New +$414K 0.02% 153