Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,000
Closed -$53.7K 1136
2024
Q2
$53.7K Sell
4,000
-9,500
-70% -$127K 0.01% 506
2024
Q1
$148K Hold
13,500
0.03% 328
2023
Q4
$317K Buy
+13,500
New +$317K 0.07% 196