Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,624
Closed -$394K 820
2024
Q2
$394K Buy
19,624
+7,559
+63% +$152K 0.26% 65
2024
Q1
$238 Sell
12,065
-9,935
-45% -$196 0.14% 116
2023
Q4
$378K Buy
+22,000
New +$378K 0.42% 47
2021
Q3
Sell
-45,684
Closed -$213K 894
2021
Q2
$213K Buy
+45,684
New +$213K 0.09% 183