Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,460
Closed -$203K 142
2024
Q2
$203K Sell
1,460
-22
-1% -$3.06K 0.01% 139
2024
Q1
$240K Sell
1,482
-219
-13% -$35.5K 0.01% 104
2023
Q4
$246K Buy
+1,701
New +$246K 0.01% 102