Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,000
Closed -$249K 889
2024
Q1
$249K Sell
10,000
-1,500
-13% -$37.4K ﹤0.01% 788
2023
Q4
$210K Buy
11,500
+1,500
+15% +$27.4K ﹤0.01% 798
2023
Q3
$187K Buy
+10,000
New +$187K ﹤0.01% 804