Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,815
Closed -$322K 903
2024
Q2
$322K Buy
1,815
+812
+81% +$144K ﹤0.01% 717
2024
Q1
$238K Sell
1,003
-233
-19% -$55.3K ﹤0.01% 742
2023
Q4
$240K Buy
+1,236
New +$240K ﹤0.01% 714