Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,700
Closed -$271K 200
2024
Q2
$271K Buy
+5,700
New +$271K ﹤0.01% 260
2024
Q1
Hold
0
228
2023
Q4
Sell
-23,705
Closed -$1.27M 69
2023
Q3
$1.27M Buy
23,705
+8,207
+53% +$441K 0.03% 56
2023
Q2
$802K Buy
+15,498
New +$802K 0.03% 65
2023
Q1
Hold
0
80