Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,500
Closed -$68.8K 210
2024
Q2
$68.8K Sell
19,500
-302,525
-94% -$1.07M ﹤0.01% 203
2024
Q1
$2.52M Sell
322,025
-32,968
-9% -$258K 0.15% 94
2023
Q4
$3.69M Buy
+354,993
New +$3.69M 0.26% 76