Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,317
Closed -$245K 1466
2024
Q2
$245K Buy
2,317
+2,062
+809% +$218K 0.03% 429
2024
Q1
$35.9K Buy
+255
New +$35.9K 0.01% 787
2023
Q4
Sell
-56
Closed -$4.29K 1232
2023
Q3
$4.29K Sell
56
-1,399
-96% -$107K ﹤0.01% 776
2023
Q2
$124K Buy
+1,455
New +$124K 0.04% 357