Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,256
Closed -$858K 893
2024
Q2
$858K Buy
4,256
+2,829
+198% +$571K 0.01% 595
2024
Q1
$278K Sell
1,427
-225
-14% -$43.9K ﹤0.01% 706
2023
Q4
$255K Sell
1,652
-196
-11% -$30.3K ﹤0.01% 704
2023
Q3
$239K Buy
1,848
+360
+24% +$46.6K ﹤0.01% 697
2023
Q2
$204K Buy
+1,488
New +$204K ﹤0.01% 716