Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$460K Buy
+6,119
New +$460K ﹤0.01% 105
2024
Q2
Hold
0
322
2024
Q1
Sell
-31,653
Closed -$1.95M 392
2023
Q4
$1.95M Sell
31,653
-96,763
-75% -$5.96M 0.02% 108
2023
Q3
$5.91M Buy
128,416
+54,758
+74% +$2.52M 0.04% 78
2023
Q2
$3.18M Buy
+73,658
New +$3.18M 0.02% 64
2022
Q4
Sell
-700
Closed -$19K 184
2022
Q3
$19K Buy
+700
New +$19K ﹤0.01% 130