Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-23,612
Closed -$299K 716
2024
Q2
$299K Buy
23,612
+7,772
+49% +$98.5K ﹤0.01% 683
2024
Q1
$359K Buy
15,840
+5,047
+47% +$114K ﹤0.01% 749
2023
Q4
$268K Buy
+10,793
New +$268K ﹤0.01% 700