Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
1833
2024
Q3
Hold
0
2016
2024
Q2
Hold
0
1894
2024
Q1
Sell
-6,584
Closed -$499K 1830
2023
Q4
$499K Sell
6,584
-867
-12% -$65.6K ﹤0.01% 915
2023
Q3
$536K Buy
+7,451
New +$536K ﹤0.01% 743