Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-29,857
Closed -$419K 1408
2024
Q2
$419K Sell
29,857
-16,470
-36% -$231K ﹤0.01% 1042
2024
Q1
$732K Buy
46,327
+15,866
+52% +$251K 0.01% 842
2023
Q4
$403K Buy
30,461
+8,311
+38% +$110K ﹤0.01% 1026
2023
Q3
$250K Buy
+22,150
New +$250K ﹤0.01% 1146