Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,379
Closed -$459K 1783
2024
Q3
$459K Buy
+5,379
New +$459K ﹤0.01% 1083
2024
Q2
Hold
0
1862
2024
Q1
Hold
0
1793
2023
Q4
Sell
-7,772
Closed -$350K 1831
2023
Q3
$350K Sell
7,772
-171
-2% -$7.7K ﹤0.01% 933
2023
Q2
$296K Buy
+7,943
New +$296K 0.01% 898