Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,890
Closed -$260K 1295
2024
Q3
$260K Buy
+3,890
New +$260K ﹤0.01% 1395
2024
Q2
Hold
0
1582
2024
Q1
Hold
0
1443
2023
Q4
Hold
0
1561
2023
Q3
Sell
-11,869
Closed -$525K 1422
2023
Q2
$525K Buy
+11,869
New +$525K 0.02% 640