Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-92,870
Closed -$1.18M 689
2024
Q2
$1.18M Buy
92,870
+5,412
+6% +$68.6K 0.01% 584
2024
Q1
$1.98M Buy
87,458
+6,357
+8% +$144K 0.02% 528
2023
Q4
$2.02M Hold
81,101
0.02% 493
2023
Q3
$1.39M Buy
81,101
+9,356
+13% +$160K 0.02% 568
2023
Q2
$1.19M Buy
+71,745
New +$1.19M 0.02% 578