Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,200
Closed -$174K 1039
2024
Q2
$174K Buy
4,200
+1,500
+56% +$62.1K ﹤0.01% 880
2024
Q1
$108K Hold
2,700
﹤0.01% 947
2023
Q4
$89.7K Hold
2,700
﹤0.01% 934
2023
Q3
$90.4K Hold
2,700
﹤0.01% 927
2023
Q2
$95.4K Buy
2,700
+1,800
+200% +$63.6K ﹤0.01% 940
2023
Q1
$28.2K Buy
+900
New +$28.2K ﹤0.01% 1032