Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,219
Closed -$451K 178
2024
Q2
$451K Buy
5,219
+2,627
+101% +$227K 0.01% 246
2024
Q1
$273K Sell
2,592
-8,943
-78% -$942K 0.01% 186
2023
Q4
$1.37M Buy
+11,535
New +$1.37M 0.04% 18
2023
Q3
Hold
0
128
2023
Q2
Hold
0
93