Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,740
Closed -$308K 1840
2024
Q2
$308K Sell
11,740
-5,401
-32% -$142K 0.01% 1021
2024
Q1
$402K Buy
+17,141
New +$402K 0.01% 797
2023
Q4
Sell
-8,355
Closed -$263K 1510
2023
Q3
$263K Buy
+8,355
New +$263K 0.01% 810