Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,634
Closed -$352K 452
2024
Q3
$352K Buy
+8,634
New +$352K 0.01% 341
2023
Q4
Hold
0
250
2023
Q3
Hold
0
265
2022
Q2
Sell
-40,155
Closed -$1.86M 166
2022
Q1
$1.86M Buy
+40,155
New +$1.86M 0.05% 43