Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,000
Closed -$48K 1074
2024
Q2
$48K Hold
8,000
﹤0.01% 982
2024
Q1
$53.3K Buy
+8,000
New +$53.3K ﹤0.01% 1000
2023
Q4
Sell
-67,172
Closed -$473K 1104
2023
Q3
$473K Buy
67,172
+11,848
+21% +$83.4K ﹤0.01% 725
2023
Q2
$687K Buy
+55,324
New +$687K ﹤0.01% 721