Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-64,698
Closed -$642K 1917
2024
Q2
$642K Sell
64,698
-15,528
-19% -$154K ﹤0.01% 1322
2024
Q1
$684K Buy
80,226
+23,572
+42% +$201K ﹤0.01% 1344
2023
Q4
$608K Buy
56,654
+30,030
+113% +$322K ﹤0.01% 1377
2023
Q3
$346K Buy
+26,624
New +$346K ﹤0.01% 1576