Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-146,020
Closed -$394K 234
2024
Q2
$394K Buy
146,020
+30,000
+26% +$81K 0.04% 158
2024
Q1
$303K Buy
116,020
+60,500
+109% +$158K 0.03% 181
2023
Q4
$175K Buy
+55,520
New +$175K 0.02% 215