Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
610
2024
Q2
Sell
-1,600
Closed -$228K 585
2024
Q1
$228K Buy
+1,600
New +$228K 0.01% 445
2023
Q2
Sell
-5,500
Closed -$508K 606
2023
Q1
$508K Buy
5,500
+500
+10% +$46.2K 0.03% 248
2022
Q4
$350K Buy
+5,000
New +$350K 0.02% 381